Creative Planning
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Creative Planning’s Arbutus Biopharma ABUS Stock Holding History

Creative Planning’s Portfolio ABUS Stock Details ABUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Buy
60,117
+8,200
+16% +$35.9K ﹤0.01% 3495
2025
Q4 		$250K Buy
51,917
+225
+0.4% +$1.01K ﹤0.01% 3374
2025
Q3 		$235K Sell
51,692
-1,246
-2% -$4.58K ﹤0.01% 3348
2025
Q2 		$164K Sell
52,938
-9,151
-15% -$30.4K ﹤0.01% 3302
2025
Q1 		$217K Buy
62,089
+13,745
+28% +$45.8K ﹤0.01% 2997
2024
Q4 		$158K Sell
48,344
-1,156
-2% -$4.25K ﹤0.01% 3046
2024
Q3 		$191K Buy
49,500
+5,989
+14% +$23K ﹤0.01% 2855
2024
Q2 		$134K Buy
43,511
+13,651
+46% +$41K ﹤0.01% 2780
2024
Q1 		$77K Buy
29,860
+15,294
+105% +$39.6K ﹤0.01% 2742
2023
Q4 		$36.4K Buy
+14,566
New +$28.5K ﹤0.01% 2667
2021
Q2 		– Sell
-24,210
Closed -$81K – 2057
2021
Q1 		$81K Sell
24,210
-2,493
-9% -$9.62K ﹤0.01% 2283
2020
Q4 		$95K Buy
+26,703
New +$93.5K ﹤0.01% 2036
2020
Q3 		– Sell
-32,748
Closed -$60K – 2141
2020
Q2 		$60K Buy
+32,748
New +$53.6K ﹤0.01% 1741
2017
Q3 		– Sell
-1,050
Closed -$4K – 1891
2017
Q2 		$4K Buy
1,050
+50
+5% +$172 ﹤0.01% 4065
2017
Q1 		$3K Sell
1,000
-500
-33% -$1.39K ﹤0.01% 4126
2016
Q4 		$4K Buy
1,500
+500
+50% +$1.46K ﹤0.01% 4030
2016
Q3 		$3K Hold
1,000
– – ﹤0.01% 4063
2016
Q2 		$3K Sell
1,000
-450
-31% -$1.91K ﹤0.01% 3849
2016
Q1 		$6K Sell
1,450
-50
-3% -$179 ﹤0.01% 3471
2015
Q4 		$7K Hold
1,500
– – ﹤0.01% 3481
2015
Q3 		$9K Sell
1,500
-11,000
-88% -$97.5K ﹤0.01% 3249
2015
Q2 		$148K Buy
12,500
+12,450
+24,900% +$189K ﹤0.01% 930
2015
Q1 		$1K Hold
50
– – ﹤0.01% 3993
2014
Q4 		$1K Sell
50
-500
-91% -$8.63K ﹤0.01% 3939
2014
Q3 		$12K Buy
+550
New +$8.98K ﹤0.01% 2830

Other funds holding ABUS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Creative Planning's ABUS Position: Q1 2026 in Review

Creative Planning increased its Arbutus Biopharma (ABUS) stake by 16% in Q1 2026, buying an estimated $35.9K and bringing the position to 60,117 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Creative Planning first reported a position in ABUS in Q3 2014 and has held it in 25 quarters since. 167 funds tracked by Wall St. Rank hold ABUS as of Q1 2026.

  • Creative Planning held 60,117 shares of Arbutus Biopharma worth $271K as of Q1 2026.
  • Creative Planning bought 8,200 Arbutus Biopharma shares in Q1 2026, an estimated $35.9K.
  • Arbutus Biopharma made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3495 holding.
  • Creative Planning first reported a position in Arbutus Biopharma in Q3 2014 and has held it in 25 quarters since.
  • 167 funds tracked by Wall St. Rank held Arbutus Biopharma as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.