Creative Planning
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Creative Planning’s Agios Pharmaceuticals AGIO Stock Holding History

Creative Planning’s Portfolio AGIO Stock Details AGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed -$1K – 4551
2016
Q2 		$1K Buy
+100
New +$4.94K ﹤0.01% 4133

Other funds holding AGIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Creative Planning's AGIO Position: Q1 2026 in Review

Creative Planning increased its Agios Pharmaceuticals (AGIO) stake by 29% in Q1 2026, buying an estimated $84K and bringing the position to 13,333 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

Creative Planning first reported a position in AGIO in Q3 2014 and has held it in 31 quarters since. The position peaked at $1.11M in Q3 2017. 232 funds tracked by Wall St. Rank hold AGIO as of Q1 2026.

  • Creative Planning held 13,333 shares of Agios Pharmaceuticals worth $451K as of Q1 2026.
  • Creative Planning bought 2,963 Agios Pharmaceuticals shares in Q1 2026, an estimated $84K.
  • Agios Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3104 holding.
  • Creative Planning first reported a position in Agios Pharmaceuticals in Q3 2014 and has held it in 31 quarters since.
  • Creative Planning's Agios Pharmaceuticals position peaked at $1.11M in Q3 2017.
  • 232 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q1 2026.

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