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
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

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Creative Planning's ATAI Position: Q1 2026 in Review

Creative Planning increased its AtaiBeckley Inc (ATAI) stake by 5.6% in Q1 2026, buying an estimated $5.39K and bringing the position to 27,191 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Creative Planning first reported a position in ATAI in Q1 2022 and has held it in 17 quarters since. The position peaked at $136K in Q3 2025. 183 funds tracked by Wall St. Rank hold ATAI as of Q1 2026.

  • Creative Planning held 27,191 shares of AtaiBeckley Inc worth $96.3K as of Q1 2026.
  • Creative Planning bought 1,431 AtaiBeckley Inc shares in Q1 2026, an estimated $5.39K.
  • AtaiBeckley Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3914 holding.
  • Creative Planning first reported a position in AtaiBeckley Inc in Q1 2022 and has held it in 17 quarters since.
  • Creative Planning's AtaiBeckley Inc position peaked at $136K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q1 2026.

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