Creative Planning
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Creative Planning’s Atea Pharmaceuticals AVIR Stock Holding History

Creative Planning’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$279K Buy
51,795
+27,712
+115% +$127K ﹤0.01% 3477
2025
Q4 		$86K Buy
24,083
+21
+0.1% +$67 ﹤0.01% 3734
2025
Q3 		$69.8K Buy
24,062
+1,721
+8% +$5.88K ﹤0.01% 3719
2025
Q2 		$80.4K Hold
22,341
– – ﹤0.01% 3458
2025
Q1 		$66.8K Hold
22,341
– – ﹤0.01% 3309
2024
Q4 		$74.8K Buy
+22,341
New +$74.2K ﹤0.01% 3197

Other funds holding AVIR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's AVIR Position: Q1 2026 in Review

Creative Planning increased its Atea Pharmaceuticals (AVIR) stake by 115% in Q1 2026, buying an estimated $127K and bringing the position to 51,795 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

Creative Planning first reported a position in AVIR in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold AVIR as of Q1 2026.

  • Creative Planning held 51,795 shares of Atea Pharmaceuticals worth $279K as of Q1 2026.
  • Creative Planning bought 27,712 Atea Pharmaceuticals shares in Q1 2026, an estimated $127K.
  • Atea Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3477 holding.
  • Creative Planning first reported a position in Atea Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q1 2026.

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