Creative Planning
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Creative Planning’s Perspective Therapeutics CATX Stock Holding History

Creative Planning’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Sell
46,881
-24,583
-34% -$92.9K ﹤0.01% 3944
2026
Q1 		$298K Buy
71,464
+31,049
+77% +$131K ﹤0.01% 3431
2025
Q4 		$111K Sell
40,415
-1,366
-3% -$3.9K ﹤0.01% 3694
2025
Q3 		$143K Sell
41,781
-196
-0.5% -$715 ﹤0.01% 3590
2025
Q2 		$144K Buy
41,977
+1,747
+4% +$4.61K ﹤0.01% 3344
2025
Q1 		$85.7K Sell
40,230
-30
-0.1% -$90 ﹤0.01% 3274
2024
Q4 		$128K Sell
40,260
-915
-2% -$7.47K ﹤0.01% 3101
2024
Q3 		$550K Buy
41,175
+23,655
+135% +$315K ﹤0.01% 2012
2024
Q2 		$175K Sell
17,520
-830
-5% -$12K ﹤0.01% 2715
2024
Q1 		$218K Buy
18,350
+4,500
+32% +$38.4K ﹤0.01% 2508
2023
Q4 		$55.7K Buy
13,850
+900
+7% +$2.53K ﹤0.01% 2637
2023
Q3 		$35.4K Sell
12,950
-500
-4% -$2.33K ﹤0.01% 2523
2023
Q2 		$89.8K Buy
13,450
+500
+4% +$3.04K ﹤0.01% 2363
2023
Q1 		$82.6K Hold
12,950
– – ﹤0.01% 2282
2022
Q4 		$32K Hold
12,950
– – ﹤0.01% 2282
2022
Q3 		$30K Hold
12,950
– – ﹤0.01% 2158
2022
Q2 		$40K Hold
12,950
– – ﹤0.01% 2080
2022
Q1 		$47K Buy
12,950
+1,500
+13% +$5.47K ﹤0.01% 2066
2021
Q4 		$44K Hold
11,450
– – ﹤0.01% 2005
2021
Q3 		$72K Hold
11,450
– – ﹤0.01% 1975
2021
Q2 		$91K Sell
11,450
-10
-0.1% -$88 ﹤0.01% 1883
2021
Q1 		$125K Buy
11,460
+1,381
+14% +$20.9K ﹤0.01% 2202
2020
Q4 		$45K Hold
10,079
– – ﹤0.01% 2115
2020
Q3 		$59K Buy
10,079
+7,879
+358% +$51.3K ﹤0.01% 1890
2020
Q2 		$12K Hold
2,200
– – ﹤0.01% 1864
2020
Q1 		$12K Buy
+2,200
New +$16.6K ﹤0.01% 1754
2015
Q4 		– Sell
-4,000
Closed -$56K – 4418
2015
Q3 		$56K Sell
4,000
-598
-13% -$8.63K ﹤0.01% 1958
2015
Q2 		$68K Buy
4,598
+4,250
+1,221% +$68.9K ﹤0.01% 1009
2015
Q1 		$5K Buy
+348
New +$5.17K ﹤0.01% 3511

Other funds holding CATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SSC
Spruce Street Capital New York $510M AUM

Creative Planning's CATX Position: Q2 2026 in Review

Creative Planning reduced its Perspective Therapeutics (CATX) stake by 34% in Q2 2026, selling an estimated $92.9K and leaving 46,881 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

Creative Planning first reported a position in CATX in Q1 2015 and has held it in 29 quarters since. The position peaked at $550K in Q3 2024. 132 funds tracked by Wall St. Rank hold CATX as of Q2 2026.

  • Creative Planning held 46,881 shares of Perspective Therapeutics worth $160K as of Q2 2026.
  • Creative Planning sold 24,583 Perspective Therapeutics shares in Q2 2026, an estimated $92.9K.
  • Perspective Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3944 holding.
  • Creative Planning first reported a position in Perspective Therapeutics in Q1 2015 and has held it in 29 quarters since.
  • Creative Planning's Perspective Therapeutics position peaked at $550K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2026.

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