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
Q2 		$670K Buy
65,088
+33,690
+107% +$254K ﹤0.01% 2960
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 $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's CADL Position: Q2 2026 in Review

Creative Planning increased its Candel Therapeutics (CADL) stake by 107% in Q2 2026, buying an estimated $254K and bringing the position to 65,088 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Creative Planning first reported a position in CADL in Q1 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

  • Creative Planning held 65,088 shares of Candel Therapeutics worth $670K as of Q2 2026.
  • Creative Planning bought 33,690 Candel Therapeutics shares in Q2 2026, an estimated $254K.
  • Candel Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2960 holding.
  • Creative Planning first reported a position in Candel Therapeutics in Q1 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

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