Creative Planning
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Creative Planning’s BioNTech BNTX Stock Holding History

Creative Planning’s Portfolio BNTX Stock Details BNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$323K Buy
+3,632
New +$373K ﹤0.01% 3368
2023
Q2 		– Sell
-3,887
Closed -$484K – 2671
2023
Q1 		$484K Sell
3,887
-1,663
-30% -$228K ﹤0.01% 1487
2022
Q4 		$834K Sell
5,550
-4,438
-44% -$683K ﹤0.01% 1128
2022
Q3 		$1.35M Sell
9,988
-1,368
-12% -$209K ﹤0.01% 833
2022
Q2 		$1.69M Sell
11,356
-8,457
-43% -$1.29M ﹤0.01% 774
2022
Q1 		$3.38M Buy
+19,813
New +$3.33M 0.01% 561

Other funds holding BNTX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return