Creative Planning
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Creative Planning’s Alector ALEC Stock Holding History

Creative Planning’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.2K Buy
+15,015
New +$32.2K ﹤0.01% 4167
2025
Q4 		– Sell
-15,721
Closed -$46.5K – 3904
2025
Q3 		$46.5K Buy
+15,721
New +$34.6K ﹤0.01% 3764
2024
Q4 		– Sell
-19,117
Closed -$89.1K – 3583
2024
Q3 		$89.1K Buy
19,117
+6,723
+54% +$36.1K ﹤0.01% 3037
2024
Q2 		$56.3K Buy
+12,394
New +$63.8K ﹤0.01% 2918

Other funds holding ALEC

TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's ALEC Position: Q2 2026 in Review

Creative Planning opened a new position in Alector (ALEC) in Q2 2026: 15,015 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #4167 among its holdings. This is a return to the name: Creative Planning previously reported a position in ALEC as recently as Q3 2025.

Creative Planning first reported a position in ALEC in Q2 2024 and has held it in 4 quarters since. The position peaked at $89.1K in Q3 2024. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Creative Planning held 15,015 shares of Alector worth $30.2K as of Q2 2026.
  • Alector was a new Creative Planning position in Q2 2026.
  • Alector made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4167 holding.
  • Creative Planning first reported a position in Alector in Q2 2024 and has held it in 4 quarters since.
  • Creative Planning's Alector position peaked at $89.1K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.