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
2014
Q4 		– Sell
-2,000
Closed -$3K – 4133
2014
Q3 		$3K Buy
+2,000
New +$89.6K ﹤0.01% 3490

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.