Creative Planning
AXGN icon

Creative Planning’s Axogen AXGN Stock Holding History

Creative Planning’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Buy
18,355
+2,890
+19% +$117K ﹤0.01% 2785
2026
Q1 		$512K Sell
15,465
-1,733
-10% -$56.3K ﹤0.01% 3012
2025
Q4 		$563K Buy
17,198
+721
+4% +$17.7K ﹤0.01% 2736
2025
Q3 		$294K Sell
16,477
-4,886
-23% -$70.9K ﹤0.01% 3163
2025
Q2 		$232K Sell
21,363
-4,362
-17% -$57.1K ﹤0.01% 3109
2025
Q1 		$476K Buy
25,725
+706
+3% +$12.7K ﹤0.01% 2331
2024
Q4 		$412K Sell
25,019
-4,771
-16% -$67.6K ﹤0.01% 2405
2024
Q3 		$418K Buy
29,790
+17,980
+152% +$199K ﹤0.01% 2265
2024
Q2 		$85.5K Buy
+11,810
New +$80.7K ﹤0.01% 2872
2023
Q4 		– Sell
-18,908
Closed -$94.5K – 2775
2023
Q3 		$94.5K Buy
+18,908
New +$131K ﹤0.01% 2403
2022
Q2 		– Sell
-4,000
Closed -$32K – 2290
2022
Q1 		$32K Buy
+4,000
New +$34.5K ﹤0.01% 2097

Other funds holding AXGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Creative Planning's AXGN Position: Q2 2026 in Review

Creative Planning increased its Axogen (AXGN) stake by 19% in Q2 2026, buying an estimated $117K and bringing the position to 18,355 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Creative Planning first reported a position in AXGN in Q1 2022 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

  • Creative Planning held 18,355 shares of Axogen worth $848K as of Q2 2026.
  • Creative Planning bought 2,890 Axogen shares in Q2 2026, an estimated $117K.
  • Axogen made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2785 holding.
  • Creative Planning first reported a position in Axogen in Q1 2022 and has held it in 11 quarters since.
  • 254 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

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