Creative Planning
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Creative Planning’s ArriVent BioPharma AVBP Stock Holding History

Creative Planning’s Portfolio AVBP Stock Details AVBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348K Buy
+10,013
New +$296K ﹤0.01% 3457

Other funds holding AVBP

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's AVBP Position: Q2 2026 in Review

Creative Planning opened a new position in ArriVent BioPharma (AVBP) in Q2 2026: 10,013 shares worth $348K. The stake represents ﹤0.01% of the portfolio and ranks #3457 among its holdings.

157 funds tracked by Wall St. Rank hold AVBP as of Q2 2026.

  • Creative Planning held 10,013 shares of ArriVent BioPharma worth $348K as of Q2 2026.
  • ArriVent BioPharma was a new Creative Planning position in Q2 2026.
  • ArriVent BioPharma made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3457 holding.
  • 157 funds tracked by Wall St. Rank held ArriVent BioPharma as of Q2 2026.

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