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
2024
Q3 		– Sell
-3,000
Closed -$4.51K – 3194
2024
Q2 		$4.51K Hold
3,000
– – ﹤0.01% 3030
2024
Q1 		$13.2K Buy
+3,000
New +$30.5K ﹤0.01% 2858

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.