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 New York $6.73T AUM 46.02% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Creative Planning's ALKS Position: Q2 2026 in Review

Creative Planning increased its Alkermes (ALKS) stake by 80% in Q2 2026, buying an estimated $2.35M and bringing the position to 135,159 shares worth $7.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Creative Planning first reported a position in ALKS in Q2 2013 and has held it in 46 quarters since. 425 funds tracked by Wall St. Rank hold ALKS as of Q2 2026.

Creative Planning held 135,159 shares of Alkermes worth $7.08M as of Q2 2026.
Creative Planning bought 60,136 Alkermes shares in Q2 2026, an estimated $2.35M.
Alkermes made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1137 holding.
Creative Planning first reported a position in Alkermes in Q2 2013 and has held it in 46 quarters since.
425 funds tracked by Wall St. Rank held Alkermes as of Q2 2026.

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