Creative Planning
CAPR icon

Creative Planning’s Capricor Therapeutics CAPR Stock Holding History

Creative Planning’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Buy
18,587
+1,807
+11% +$54.8K ﹤0.01% 3270
2026
Q1 		$510K Buy
16,780
+1,548
+10% +$41.2K ﹤0.01% 3017
2025
Q4 		$440K Buy
+15,232
New +$199K ﹤0.01% 2945
2025
Q3 		– Sell
-13,557
Closed -$135K – 3929
2025
Q2 		$135K Buy
13,557
+271
+2% +$2.86K ﹤0.01% 3365
2025
Q1 		$126K Buy
+13,286
New +$184K ﹤0.01% 3206

Other funds holding CAPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's CAPR Position: Q2 2026 in Review

Creative Planning increased its Capricor Therapeutics (CAPR) stake by 11% in Q2 2026, buying an estimated $54.8K and bringing the position to 18,587 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

Creative Planning first reported a position in CAPR in Q1 2025 and has held it in 5 quarters since. The position peaked at $510K in Q1 2026. 169 funds tracked by Wall St. Rank hold CAPR as of Q2 2026.

  • Creative Planning held 18,587 shares of Capricor Therapeutics worth $448K as of Q2 2026.
  • Creative Planning bought 1,807 Capricor Therapeutics shares in Q2 2026, an estimated $54.8K.
  • Capricor Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3270 holding.
  • Creative Planning first reported a position in Capricor Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Capricor Therapeutics position peaked at $510K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q2 2026.

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