Creative Planning
ACLX

Creative Planning’s Arcellx ACLX Stock Holding History

Creative Planning’s Portfolio ACLX Stock Details ACLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
15,653
+8,334
+114% +$736K ﹤0.01% 1981
2025
Q4 		$477K Sell
7,319
-2,843
-28% -$227K ﹤0.01% 2882
2025
Q3 		$834K Buy
10,162
+1,670
+20% +$120K ﹤0.01% 2292
2025
Q2 		$559K Sell
8,492
-6,923
-45% -$431K ﹤0.01% 2365
2025
Q1 		$1.01M Buy
15,415
+11,222
+268% +$760K ﹤0.01% 1706
2024
Q4 		$322K Buy
+4,193
New +$362K ﹤0.01% 2601

Other funds holding ACLX

GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Creative Planning's ACLX Position: Q1 2026 in Review

Creative Planning increased its Arcellx (ACLX) stake by 114% in Q1 2026, buying an estimated $736K and bringing the position to 15,653 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Creative Planning first reported a position in ACLX in Q4 2024 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold ACLX as of Q1 2026.

  • Creative Planning held 15,653 shares of Arcellx worth $1.8M as of Q1 2026.
  • Creative Planning bought 8,334 Arcellx shares in Q1 2026, an estimated $736K.
  • Arcellx made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1981 holding.
  • Creative Planning first reported a position in Arcellx in Q4 2024 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held Arcellx as of Q1 2026.

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