Creative Planning
APYX icon

Creative Planning’s Apyx Medical APYX Stock Holding History

Creative Planning’s Portfolio APYX Stock Details APYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.3K Hold
21,900
– – ﹤0.01% 4042
2026
Q1 		$80.8K Buy
21,900
+5,000
+30% +$18.7K ﹤0.01% 3935
2025
Q4 		$59.1K Buy
+16,900
New +$58.9K ﹤0.01% 3787
2019
Q2 		– Sell
-19,698
Closed -$124K – 2025
2019
Q1 		$124K Buy
+19,698
New +$152K ﹤0.01% 1672
2017
Q3 		– Sell
-1,475
Closed -$4K – 1980
2017
Q2 		$4K Hold
1,475
– – ﹤0.01% 4069
2017
Q1 		$4K Hold
1,475
– – ﹤0.01% 4026
2016
Q4 		$5K Hold
1,475
– – ﹤0.01% 3928
2016
Q3 		$8K Hold
1,475
– – ﹤0.01% 3624
2016
Q2 		$2K Sell
1,475
-400
-21% -$694 ﹤0.01% 3976
2016
Q1 		$3K Hold
1,875
– – ﹤0.01% 3780
2015
Q4 		$4K Buy
1,875
+1,300
+226% +$2.51K ﹤0.01% 3761
2015
Q3 		$1K Buy
+575
New +$1.32K ﹤0.01% 4068
2014
Q1 		– Sell
-32,438
Closed -$70K – 3619
2013
Q4 		$70K Sell
32,438
-5,100
-14% -$12.4K ﹤0.01% 1394
2013
Q3 		$106K Buy
+37,538
New +$115K ﹤0.01% 1077

Other funds holding APYX

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's APYX Position: Q2 2026 in Review

Creative Planning held its Apyx Medical (APYX) position steady in Q2 2026 at 21,900 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4042.

Creative Planning first reported a position in APYX in Q3 2013 and has held it in 14 quarters since. The position peaked at $124K in Q1 2019. 68 funds tracked by Wall St. Rank hold APYX as of Q2 2026.

  • Creative Planning held 21,900 shares of Apyx Medical worth $98.3K as of Q2 2026.
  • Creative Planning left its Apyx Medical share count unchanged in Q2 2026.
  • Apyx Medical made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4042 holding.
  • Creative Planning first reported a position in Apyx Medical in Q3 2013 and has held it in 14 quarters since.
  • Creative Planning's Apyx Medical position peaked at $124K in Q1 2019.
  • 68 funds tracked by Wall St. Rank held Apyx Medical as of Q2 2026.

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