Creative Planning
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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
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

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return