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
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 $3.5B AUM 1,165.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCMI

Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return

Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's ALEC Position: Q4 2025 in Review

Creative Planning sold out of Alector (ALEC) in Q4 2025, closing a stake of 15,721 shares — an estimated $46.5K sold.

Creative Planning first reported a position in ALEC in Q2 2024 and held it in 3 quarters. The position peaked at $89.1K in Q3 2024. 131 funds tracked by Wall St. Rank hold ALEC as of Q4 2025.

Creative Planning reported no remaining Alector position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 15,721 Alector shares in Q4 2025, an estimated $46.5K.
Creative Planning first reported a position in Alector in Q2 2024 and held it in 3 quarters.
Creative Planning's Alector position peaked at $89.1K in Q3 2024.
131 funds tracked by Wall St. Rank held Alector as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.