Creative Planning
ARDX icon

Creative Planning’s Ardelyx ARDX Stock Holding History

Creative Planning’s Portfolio ARDX Stock Details ARDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Sell
44,760
-283
-0.6% -$1.73K ﹤0.01% 3778
2026
Q1 		$270K Buy
45,043
+16,607
+58% +$110K ﹤0.01% 3500
2025
Q4 		$166K Buy
28,436
+3,171
+13% +$17.7K ﹤0.01% 3608
2025
Q3 		$139K Buy
25,265
+12,923
+105% +$70.2K ﹤0.01% 3600
2025
Q2 		$48.4K Sell
12,342
-23,010
-65% -$94.9K ﹤0.01% 3525
2025
Q1 		$174K Buy
35,352
+19,342
+121% +$104K ﹤0.01% 3122
2024
Q4 		$81.2K Sell
16,010
-3,732
-19% -$20.6K ﹤0.01% 3184
2024
Q3 		$136K Sell
19,742
-20,675
-51% -$122K ﹤0.01% 2957
2024
Q2 		$299K Buy
40,417
+19,140
+90% +$135K ﹤0.01% 2353
2024
Q1 		$155K Buy
+21,277
New +$182K ﹤0.01% 2626
2023
Q2 		– Sell
-15,000
Closed -$71.8K – 2655
2023
Q1 		$71.8K Buy
+15,000
New +$50.6K ﹤0.01% 2294
2017
Q1 		– Sell
-648
Closed -$9K – 4637
2016
Q4 		$9K Buy
+648
New +$9.2K ﹤0.01% 3593
2015
Q2 		– Sell
-2,000
Closed -$26K – 1206
2015
Q1 		$26K Buy
+2,000
New +$37.5K ﹤0.01% 2501

Other funds holding ARDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's ARDX Position: Q2 2026 in Review

Creative Planning reduced its Ardelyx (ARDX) stake by 0.63% in Q2 2026, selling an estimated $1.73K and leaving 44,760 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Creative Planning first reported a position in ARDX in Q1 2015 and has held it in 13 quarters since. The position peaked at $299K in Q2 2024. 250 funds tracked by Wall St. Rank hold ARDX as of Q2 2026.

  • Creative Planning held 44,760 shares of Ardelyx worth $228K as of Q2 2026.
  • Creative Planning sold 283 Ardelyx shares in Q2 2026, an estimated $1.73K.
  • Ardelyx made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3778 holding.
  • Creative Planning first reported a position in Ardelyx in Q1 2015 and has held it in 13 quarters since.
  • Creative Planning's Ardelyx position peaked at $299K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held Ardelyx as of Q2 2026.

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