Creative Planning
BVS icon

Creative Planning’s Bioventus BVS Stock Holding History

Creative Planning’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Buy
13,739
+1,310
+11% +$12.5K ﹤0.01% 3993
2026
Q1 		$113K Buy
12,429
+1,702
+16% +$14.3K ﹤0.01% 3871
2025
Q4 		$79.8K Buy
+10,727
New +$77.1K ﹤0.01% 3742

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's BVS Position: Q2 2026 in Review

Creative Planning increased its Bioventus (BVS) stake by 11% in Q2 2026, buying an estimated $12.5K and bringing the position to 13,739 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

Creative Planning first reported a position in BVS in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold BVS as of Q2 2026.

  • Creative Planning held 13,739 shares of Bioventus worth $130K as of Q2 2026.
  • Creative Planning bought 1,310 Bioventus shares in Q2 2026, an estimated $12.5K.
  • Bioventus made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3993 holding.
  • Creative Planning first reported a position in Bioventus in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Bioventus as of Q2 2026.

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