Creative Planning
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Creative Planning’s Adaptive Biotechnologies ADPT Stock Holding History

Creative Planning’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Sell
83,443
-1,410
-2% -$22.5K ﹤0.01% 2339
2025
Q4 		$1.38M Buy
84,853
+6,242
+8% +$102K ﹤0.01% 2024
2025
Q3 		$1.18M Buy
78,611
+5,007
+7% +$61K ﹤0.01% 1964
2025
Q2 		$857K Buy
73,604
+27,532
+60% +$250K ﹤0.01% 1992
2025
Q1 		$342K Sell
46,072
-5,486
-11% -$42.2K ﹤0.01% 2631
2024
Q4 		$309K Buy
51,558
+2,234
+5% +$12.3K ﹤0.01% 2641
2024
Q3 		$253K Buy
49,324
+1,918
+4% +$8.36K ﹤0.01% 2666
2024
Q2 		$172K Buy
47,406
+24,952
+111% +$79.2K ﹤0.01% 2720
2024
Q1 		$72.1K Buy
22,454
+2,142
+11% +$8.29K ﹤0.01% 2753
2023
Q4 		$99.5K Buy
20,312
+190
+0.9% +$867 ﹤0.01% 2569
2023
Q3 		$110K Sell
20,122
-8,407
-29% -$55.6K ﹤0.01% 2381
2023
Q2 		$191K Buy
28,529
+7,297
+34% +$54.3K ﹤0.01% 2227
2023
Q1 		$187K Buy
21,232
+106
+0.5% +$934 ﹤0.01% 2153
2022
Q4 		$161K Buy
21,126
+1,887
+10% +$14.7K ﹤0.01% 2064
2022
Q3 		$137K Buy
19,239
+94
+0.5% +$885 ﹤0.01% 1985
2022
Q2 		$155K Sell
19,145
-130
-0.7% -$1.14K ﹤0.01% 1915
2022
Q1 		$268K Buy
19,275
+131
+0.7% +$2.06K ﹤0.01% 1704
2021
Q4 		$537K Sell
19,144
-236
-1% -$7.23K ﹤0.01% 1259
2021
Q3 		$659K Hold
19,380
– – ﹤0.01% 1147
2021
Q2 		$792K Sell
19,380
-1,307
-6% -$50.8K ﹤0.01% 1038
2021
Q1 		$833K Sell
20,687
-2,523
-11% -$137K ﹤0.01% 1135
2020
Q4 		$1.37M Sell
23,210
-8,897
-28% -$459K ﹤0.01% 818
2020
Q3 		$1.56M Buy
32,107
+657
+2% +$27.6K ﹤0.01% 652
2020
Q2 		$1.52M Buy
31,450
+200
+0.6% +$7.29K ﹤0.01% 590
2020
Q1 		$868K Buy
+31,250
New +$872K ﹤0.01% 705

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's ADPT Position: Q1 2026 in Review

Creative Planning reduced its Adaptive Biotechnologies (ADPT) stake by 1.7% in Q1 2026, selling an estimated $22.5K and leaving 83,443 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Creative Planning first reported a position in ADPT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.56M in Q3 2020. 295 funds tracked by Wall St. Rank hold ADPT as of Q1 2026.

  • Creative Planning held 83,443 shares of Adaptive Biotechnologies worth $1.16M as of Q1 2026.
  • Creative Planning sold 1,410 Adaptive Biotechnologies shares in Q1 2026, an estimated $22.5K.
  • Adaptive Biotechnologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2339 holding.
  • Creative Planning first reported a position in Adaptive Biotechnologies in Q1 2020 and has held it in 25 quarters since.
  • Creative Planning's Adaptive Biotechnologies position peaked at $1.56M in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q1 2026.

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