Creative Planning
ALMS

Creative Planning’s Alumis Inc ALMS Stock Holding History

Creative Planning’s Portfolio ALMS Stock Details ALMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
41,818
+735
+2% +$17.1K ﹤0.01% 2508
2026
Q1 		$905K Buy
41,083
+2,973
+8% +$74.3K ﹤0.01% 2541
2025
Q4 		$372K Buy
+38,110
New +$266K ﹤0.01% 3089

Other funds holding ALMS

ACMC
AyurMaya Capital Management Company Portsmouth, New Hampshire $426M AUM 838% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return
FCMV
Foresite Capital Management VI Larkspur, California $643M AUM 343.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's ALMS Position: Q2 2026 in Review

Creative Planning increased its Alumis Inc (ALMS) stake by 1.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 41,818 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Creative Planning first reported a position in ALMS in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold ALMS as of Q2 2026.

  • Creative Planning held 41,818 shares of Alumis Inc worth $1.18M as of Q2 2026.
  • Creative Planning bought 735 Alumis Inc shares in Q2 2026, an estimated $17.1K.
  • Alumis Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2508 holding.
  • Creative Planning first reported a position in Alumis Inc in Q4 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Alumis Inc as of Q2 2026.

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