Creative Planning
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Creative Planning’s AtaiBeckley Inc ATAI Stock Holding History

Creative Planning’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Buy
30,784
+3,593
+13% +$15.1K ﹤0.01% 3939
2026
Q1 		$96.3K Buy
27,191
+1,431
+6% +$5.39K ﹤0.01% 3914
2025
Q4 		$105K Hold
25,760
– – ﹤0.01% 3704
2025
Q3 		$136K Buy
25,760
+7,528
+41% +$30.6K ﹤0.01% 3609
2025
Q2 		$39.9K Buy
18,232
+5,120
+39% +$9.18K ﹤0.01% 3540
2025
Q1 		$17.8K Sell
13,112
-14,700
-53% -$24.7K ﹤0.01% 3409
2024
Q4 		$37K Hold
27,812
– – ﹤0.01% 3278
2024
Q3 		$32.3K Sell
27,812
-845
-3% -$1.13K ﹤0.01% 3123
2024
Q2 		$38.1K Buy
28,657
+2,845
+11% +$5.13K ﹤0.01% 2947
2024
Q1 		$50.9K Sell
25,812
-2,406
-9% -$4.43K ﹤0.01% 2783
2023
Q4 		$39.8K Buy
28,218
+2,406
+9% +$2.99K ﹤0.01% 2660
2023
Q3 		$33.3K Hold
25,812
– – ﹤0.01% 2530
2023
Q2 		$44.4K Hold
25,812
– – ﹤0.01% 2448
2023
Q1 		$46.7K Buy
25,812
+14,435
+127% +$24.4K ﹤0.01% 2351
2022
Q4 		$30.3K Buy
11,377
+265
+2% +$805 ﹤0.01% 2288
2022
Q3 		$37K Sell
11,112
-100
-0.9% -$411 ﹤0.01% 2136
2022
Q2 		$41K Sell
11,212
-1,910
-15% -$7.81K ﹤0.01% 2075
2022
Q1 		$67K Buy
+13,122
New +$73K ﹤0.01% 2031

Other funds holding ATAI

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Creative Planning's ATAI Position: Q2 2026 in Review

Creative Planning increased its AtaiBeckley Inc (ATAI) stake by 13% in Q2 2026, buying an estimated $15.1K and bringing the position to 30,784 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #3939.

Creative Planning first reported a position in ATAI in Q1 2022 and has held it in 18 quarters since. 243 funds tracked by Wall St. Rank hold ATAI as of Q2 2026.

  • Creative Planning held 30,784 shares of AtaiBeckley Inc worth $162K as of Q2 2026.
  • Creative Planning bought 3,593 AtaiBeckley Inc shares in Q2 2026, an estimated $15.1K.
  • AtaiBeckley Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3939 holding.
  • Creative Planning first reported a position in AtaiBeckley Inc in Q1 2022 and has held it in 18 quarters since.
  • 243 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2026.

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