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 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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's APYX Position: Q1 2026 in Review

Creative Planning increased its Apyx Medical (APYX) stake by 30% in Q1 2026, buying an estimated $18.7K and bringing the position to 21,900 shares worth $80.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Creative Planning first reported a position in APYX in Q3 2013 and has held it in 13 quarters since. The position peaked at $124K in Q1 2019. 67 funds tracked by Wall St. Rank hold APYX as of Q1 2026.

Creative Planning held 21,900 shares of Apyx Medical worth $80.8K as of Q1 2026.
Creative Planning bought 5,000 Apyx Medical shares in Q1 2026, an estimated $18.7K.
Apyx Medical made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3935 holding.
Creative Planning first reported a position in Apyx Medical in Q3 2013 and has held it in 13 quarters since.
Creative Planning's Apyx Medical position peaked at $124K in Q1 2019.
67 funds tracked by Wall St. Rank held Apyx Medical as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.