Creative Planning
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Creative Planning’s Candel Therapeutics CADL Stock Holding History

Creative Planning’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154K Buy
+31,398
New +$171K ﹤0.01% 3806
2025
Q2 		– Sell
-10,742
Closed -$60.7K – 3698
2025
Q1 		$60.7K Buy
+10,742
New +$87.8K ﹤0.01% 3320

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's CADL Position: Q1 2026 in Review

Creative Planning opened a new position in Candel Therapeutics (CADL) in Q1 2026: 31,398 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #3806 among its holdings. This is a return to the name: Creative Planning previously reported a position in CADL as recently as Q1 2025.

Creative Planning first reported a position in CADL in Q1 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold CADL as of Q1 2026.

  • Creative Planning held 31,398 shares of Candel Therapeutics worth $154K as of Q1 2026.
  • Candel Therapeutics was a new Creative Planning position in Q1 2026.
  • Candel Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3806 holding.
  • Creative Planning first reported a position in Candel Therapeutics in Q1 2025 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Candel Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.