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
Q2 		$107K Sell
23,103
-28,692
-55% -$143K ﹤0.01% 4031
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's AVIR Position: Q2 2026 in Review

Creative Planning reduced its Atea Pharmaceuticals (AVIR) stake by 55% in Q2 2026, selling an estimated $143K and leaving 23,103 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #4031.

Creative Planning first reported a position in AVIR in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q1 2026. 125 funds tracked by Wall St. Rank hold AVIR as of Q2 2026.

  • Creative Planning held 23,103 shares of Atea Pharmaceuticals worth $107K as of Q2 2026.
  • Creative Planning sold 28,692 Atea Pharmaceuticals shares in Q2 2026, an estimated $143K.
  • Atea Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4031 holding.
  • Creative Planning first reported a position in Atea Pharmaceuticals in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Atea Pharmaceuticals position peaked at $279K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q2 2026.

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