Creative Planning
CBLL

Creative Planning’s CeriBell Inc CBLL Stock Holding History

Creative Planning’s Portfolio CBLL Stock Details CBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Buy
11,727
+1,118
+11% +$21.2K ﹤0.01% 3779
2026
Q1 		$194K Buy
10,609
+101
+1% +$2.03K ﹤0.01% 3748
2025
Q4 		$230K Buy
+10,508
New +$163K ﹤0.01% 3443

Other funds holding CBLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
RTM
Red Tree Management Redwood City, California $147M AUM 202.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning's CBLL Position: Q2 2026 in Review

Creative Planning increased its CeriBell Inc (CBLL) stake by 11% in Q2 2026, buying an estimated $21.2K and bringing the position to 11,727 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #3779.

Creative Planning first reported a position in CBLL in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 123 funds tracked by Wall St. Rank hold CBLL as of Q2 2026.

  • Creative Planning held 11,727 shares of CeriBell Inc worth $228K as of Q2 2026.
  • Creative Planning bought 1,118 CeriBell Inc shares in Q2 2026, an estimated $21.2K.
  • CeriBell Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3779 holding.
  • Creative Planning first reported a position in CeriBell Inc in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's CeriBell Inc position peaked at $230K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held CeriBell Inc as of Q2 2026.

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