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
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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's ARDX Position: Q1 2026 in Review

Creative Planning increased its Ardelyx (ARDX) stake by 58% in Q1 2026, buying an estimated $110K and bringing the position to 45,043 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

Creative Planning first reported a position in ARDX in Q1 2015 and has held it in 12 quarters since. The position peaked at $299K in Q2 2024. 239 funds tracked by Wall St. Rank hold ARDX as of Q1 2026.

  • Creative Planning held 45,043 shares of Ardelyx worth $270K as of Q1 2026.
  • Creative Planning bought 16,607 Ardelyx shares in Q1 2026, an estimated $110K.
  • Ardelyx made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3500 holding.
  • Creative Planning first reported a position in Ardelyx in Q1 2015 and has held it in 12 quarters since.
  • Creative Planning's Ardelyx position peaked at $299K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Ardelyx as of Q1 2026.

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