Creative Planning
ALKS icon

Creative Planning’s Alkermes ALKS Stock Holding History

Creative Planning’s Portfolio ALKS Stock Details ALKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Buy
75,023
+14,243
+23% +$442K ﹤0.01% 1681
2025
Q4 		$1.7M Sell
60,780
-1,215
-2% -$36.4K ﹤0.01% 1848
2025
Q3 		$1.86M Sell
61,995
-16,428
-21% -$463K ﹤0.01% 1611
2025
Q2 		$2.24M Sell
78,423
-7,039
-8% -$209K ﹤0.01% 1235
2025
Q1 		$2.82M Buy
85,462
+14,010
+20% +$457K ﹤0.01% 974
2024
Q4 		$2.05M Buy
71,452
+20,823
+41% +$599K ﹤0.01% 1120
2024
Q3 		$1.42M Buy
50,629
+17,264
+52% +$460K ﹤0.01% 1273
2024
Q2 		$804K Buy
33,365
+7,296
+28% +$179K ﹤0.01% 1579
2024
Q1 		$706K Buy
26,069
+13,672
+110% +$388K ﹤0.01% 1591
2023
Q4 		$344K Buy
12,397
+2,374
+24% +$61.7K ﹤0.01% 1994
2023
Q3 		$281K Buy
10,023
+2,266
+29% +$66.4K ﹤0.01% 1988
2023
Q2 		$243K Buy
+7,757
New +$235K ﹤0.01% 2070
2022
Q2 		– Sell
-100
Closed -$3K – 2281
2022
Q1 		$3K Buy
+100
New +$2.48K ﹤0.01% 2272
2021
Q2 		– Sell
-13,784
Closed -$257K – 2073
2021
Q1 		$257K Sell
13,784
-500
-4% -$10.2K ﹤0.01% 1895
2020
Q4 		$285K Sell
14,284
-2,500
-15% -$45.8K ﹤0.01% 1661
2020
Q3 		$278K Hold
16,784
– – ﹤0.01% 1461
2020
Q2 		$326K Sell
16,784
-20
-0.1% -$325 ﹤0.01% 1255
2020
Q1 		$242K Sell
16,804
-2,112
-11% -$37.7K ﹤0.01% 1285
2019
Q4 		$386K Buy
18,916
+409
+2% +$8.13K ﹤0.01% 1252
2019
Q3 		$361K Hold
18,507
– – ﹤0.01% 1248
2019
Q2 		$417K Sell
18,507
-15
-0.1% -$411 ﹤0.01% 1175
2019
Q1 		$676K Sell
18,522
-405
-2% -$13.4K ﹤0.01% 896
2018
Q4 		$559K Buy
18,927
+25
+0.1% +$921 ﹤0.01% 906
2018
Q3 		$802K Sell
18,902
-118
-0.6% -$5.12K ﹤0.01% 857
2018
Q2 		$783K Buy
19,020
+681
+4% +$31K ﹤0.01% 881
2018
Q1 		$1.06M Buy
18,339
+198
+1% +$11.6K ﹤0.01% 703
2017
Q4 		$993K Buy
18,141
+264
+1% +$13.5K ﹤0.01% 735
2017
Q3 		$909K Sell
17,877
-1,000
-5% -$53.5K ﹤0.01% 764
2017
Q2 		$1.09M Buy
18,877
+865
+5% +$50.2K 0.01% 646
2017
Q1 		$1.05M Buy
18,012
+2,510
+16% +$142K 0.01% 651
2016
Q4 		$862K Buy
15,502
+668
+5% +$35.7K 0.01% 683
2016
Q3 		$698K Sell
14,834
-500
-3% -$23.8K ﹤0.01% 747
2016
Q2 		$663K Buy
15,334
+624
+4% +$25.7K ﹤0.01% 660
2016
Q1 		$503K Buy
14,710
+250
+2% +$9.87K ﹤0.01% 750
2015
Q4 		$1.15M Buy
14,460
+500
+4% +$35K 0.01% 464
2015
Q3 		$819K Hold
13,960
– – 0.01% 540
2015
Q2 		$898K Hold
13,960
– – 0.01% 501
2015
Q1 		$851K Sell
13,960
-900
-6% -$61.5K 0.01% 519
2014
Q4 		$870K Buy
14,860
+500
+3% +$25.5K 0.01% 501
2014
Q3 		$616K Buy
14,360
+900
+7% +$40.3K 0.01% 572
2014
Q2 		$677K Hold
13,460
– – 0.01% 525
2014
Q1 		$593K Sell
13,460
-250
-2% -$11.9K 0.01% 547
2013
Q4 		$557K Hold
13,710
– – 0.01% 489
2013
Q3 		$461K Buy
13,710
+250
+2% +$8.14K 0.01% 472
2013
Q2 		$386K Buy
+13,460
New +$392K 0.01% 474

Other funds holding ALKS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Creative Planning's ALKS Position: Q1 2026 in Review

Creative Planning increased its Alkermes (ALKS) stake by 23% in Q1 2026, buying an estimated $442K and bringing the position to 75,023 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Creative Planning first reported a position in ALKS in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.82M in Q1 2025. 388 funds tracked by Wall St. Rank hold ALKS as of Q1 2026.

  • Creative Planning held 75,023 shares of Alkermes worth $2.65M as of Q1 2026.
  • Creative Planning bought 14,243 Alkermes shares in Q1 2026, an estimated $442K.
  • Alkermes made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1681 holding.
  • Creative Planning first reported a position in Alkermes in Q2 2013 and has held it in 45 quarters since.
  • Creative Planning's Alkermes position peaked at $2.82M in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Alkermes as of Q1 2026.

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