Creative Planning’s BioLife Solutions BLFS Stock Holding History

Creative Planning’s Portfolio BLFS Stock Details BLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308K	Buy	+10,913	New	+$255K	﹤0.01%	3541
2025 Q1	–	Sell	-7,925	Closed	-$206K	–	3497
2024 Q4	$206K	Buy	+7,925	New	+$197K	﹤0.01%	2955
2021 Q4	–	Sell	-5,000	Closed	-$212K	–	2098
2021 Q3	$212K	Hold	5,000	–	–	﹤0.01%	1826
2021 Q2	$223K	Sell	5,000 -1,300	-21%	-$45.8K	﹤0.01%	1744
2021 Q1	$227K	Buy	6,300 +100	+2%	+$3.95K	﹤0.01%	1993
2020 Q4	$247K	Buy	+6,200	New	+$211K	﹤0.01%	1747
2017 Q3	–	Sell	-143	Closed	–	–	2096
2017 Q2	$0	Hold	143	–	–	﹤0.01%	4621
2017 Q1	$0	Hold	143	–	–	﹤0.01%	4656
2016 Q4	$0	Hold	143	–	–	﹤0.01%	4620
2016 Q3	$0	Hold	143	–	–	﹤0.01%	4569
2016 Q2	$0	Hold	143	–	–	﹤0.01%	4355
2016 Q1	$0	Hold	143	–	–	﹤0.01%	4333
2015 Q4	$0	Hold	143	–	–	﹤0.01%	4410
2015 Q3	$0	Buy	+143	New	+$312	﹤0.01%	4293
2015 Q2	–	Sell	-143	Closed	–	–	1315
2015 Q1	$0	Hold	143	–	–	﹤0.01%	4214
2014 Q4	$0	Hold	143	–	–	﹤0.01%	4155
2014 Q3	$0	Hold	143	–	–	﹤0.01%	3992
2014 Q2	$0	Buy	+143	New	+$386	﹤0.01%	3780

Other funds holding BLFS

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's BLFS Position: Q2 2026 in Review

Creative Planning opened a new position in BioLife Solutions (BLFS) in Q2 2026: 10,913 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #3541 among its holdings. This is a return to the name: Creative Planning previously reported a position in BLFS as recently as Q4 2024.

Creative Planning first reported a position in BLFS in Q2 2014 and has held it in 18 quarters since. 216 funds tracked by Wall St. Rank hold BLFS as of Q2 2026.

Creative Planning held 10,913 shares of BioLife Solutions worth $308K as of Q2 2026.
BioLife Solutions was a new Creative Planning position in Q2 2026.
BioLife Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3541 holding.
Creative Planning first reported a position in BioLife Solutions in Q2 2014 and has held it in 18 quarters since.
216 funds tracked by Wall St. Rank held BioLife Solutions as of Q2 2026.

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