Creative Planning
ALT icon

Creative Planning’s Altimmune ALT Stock Holding History

Creative Planning’s Portfolio ALT Stock Details ALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$664K Buy
218,281
+179,052
+456% +$535K ﹤0.01% 2967
2026
Q1 		$121K Sell
39,229
-7,657
-16% -$32.5K ﹤0.01% 3859
2025
Q4 		$169K Buy
46,886
+10,508
+29% +$45.8K ﹤0.01% 3600
2025
Q3 		$137K Sell
36,378
-4,786
-12% -$18.5K ﹤0.01% 3605
2025
Q2 		$159K Buy
41,164
+9,558
+30% +$51.7K ﹤0.01% 3309
2025
Q1 		$158K Sell
31,606
-5,392
-15% -$34.2K ﹤0.01% 3142
2024
Q4 		$267K Buy
36,998
+18,587
+101% +$142K ﹤0.01% 2760
2024
Q3 		$96.4K Buy
18,411
+6,132
+50% +$41.5K ﹤0.01% 3021
2024
Q2 		$81.7K Buy
12,279
+500
+4% +$3.69K ﹤0.01% 2878
2024
Q1 		$120K Sell
11,779
-300
-2% -$3.05K ﹤0.01% 2673
2023
Q4 		$136K Buy
+12,079
New +$50.4K ﹤0.01% 2527
2020
Q4 		– Sell
-25,919
Closed -$342K – 2343
2020
Q3 		$342K Buy
+25,919
New +$518K ﹤0.01% 1338
2017
Q3 		– Sell
-30
Closed -$3K – 1946
2017
Q2 		$3K Hold
30
– – ﹤0.01% 4157
2017
Q1 		$7K Hold
30
– – ﹤0.01% 3775
2016
Q4 		$29K Hold
30
– – ﹤0.01% 2814
2016
Q3 		$26K Hold
30
– – ﹤0.01% 2858
2016
Q2 		$22K Hold
30
– – ﹤0.01% 2715
2016
Q1 		$17K Sell
30
-42
-58% -$21.5K ﹤0.01% 2856
2015
Q4 		$41K Buy
+72
New +$35.9K ﹤0.01% 2270
2014
Q4 		– Sell
-3
Closed -$2K – 4135
2014
Q3 		$2K Sell
3
-4
-57% -$2.09K ﹤0.01% 3626
2014
Q2 		$3K Hold
7
– – ﹤0.01% 3382
2014
Q1 		$4K Buy
+7
New +$4.09K ﹤0.01% 3154

Other funds holding ALT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's ALT Position: Q2 2026 in Review

Creative Planning increased its Altimmune (ALT) stake by 456% in Q2 2026, buying an estimated $535K and bringing the position to 218,281 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Creative Planning first reported a position in ALT in Q1 2014 and has held it in 22 quarters since. 211 funds tracked by Wall St. Rank hold ALT as of Q2 2026.

  • Creative Planning held 218,281 shares of Altimmune worth $664K as of Q2 2026.
  • Creative Planning bought 179,052 Altimmune shares in Q2 2026, an estimated $535K.
  • Altimmune made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2967 holding.
  • Creative Planning first reported a position in Altimmune in Q1 2014 and has held it in 22 quarters since.
  • 211 funds tracked by Wall St. Rank held Altimmune as of Q2 2026.

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