Creative Planning
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Creative Planning’s Cerus CERS Stock Holding History

Creative Planning’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Buy
83,376
+47,862
+135% +$104K ﹤0.01% 3812
2025
Q4 		$73.2K Buy
35,514
+21,458
+153% +$37.2K ﹤0.01% 3755
2025
Q3 		$22.3K Buy
+14,056
New +$19K ﹤0.01% 3813
2025
Q1 		– Sell
-17,322
Closed -$26.7K – 3509
2024
Q4 		$26.7K Sell
17,322
-7,487
-30% -$12.9K ﹤0.01% 3311
2024
Q3 		$43.2K Buy
24,809
+8,411
+51% +$17.7K ﹤0.01% 3104
2024
Q2 		$28.9K Sell
16,398
-27
-0.2% -$48 ﹤0.01% 2967
2024
Q1 		$31K Buy
+16,425
New +$33.5K ﹤0.01% 2815
2023
Q3 		– Sell
-10,382
Closed -$25.5K – 2932
2023
Q2 		$25.5K Buy
+10,382
New +$24.7K ﹤0.01% 2490
2017
Q4 		– Sell
-10,121
Closed -$28K – 1917
2017
Q3 		$28K Hold
10,121
– – ﹤0.01% 1818
2017
Q2 		$25K Sell
10,121
-778
-7% -$2.49K ﹤0.01% 3016
2017
Q1 		$49K Hold
10,899
– – ﹤0.01% 2489
2016
Q4 		$47K Buy
10,899
+1,121
+11% +$5.83K ﹤0.01% 2428
2016
Q3 		$61K Sell
9,778
-500
-5% -$3.27K ﹤0.01% 2195
2016
Q2 		$64K Buy
10,278
+2,000
+24% +$11.9K ﹤0.01% 1967
2016
Q1 		$49K Sell
8,278
-9,300
-53% -$51.5K ﹤0.01% 2122
2015
Q4 		$111K Buy
17,578
+14,800
+533% +$78.8K ﹤0.01% 1567
2015
Q3 		$13K Buy
+2,778
New +$14.4K ﹤0.01% 3023
2015
Q2 		– Sell
-2,000
Closed -$8K – 1399
2015
Q1 		$8K Hold
2,000
– – ﹤0.01% 3300
2014
Q4 		$12K Buy
+2,000
New +$9.07K ﹤0.01% 3000

Other funds holding CERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Creative Planning's CERS Position: Q1 2026 in Review

Creative Planning increased its Cerus (CERS) stake by 135% in Q1 2026, buying an estimated $104K and bringing the position to 83,376 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Creative Planning first reported a position in CERS in Q4 2014 and has held it in 19 quarters since. 168 funds tracked by Wall St. Rank hold CERS as of Q1 2026.

  • Creative Planning held 83,376 shares of Cerus worth $152K as of Q1 2026.
  • Creative Planning bought 47,862 Cerus shares in Q1 2026, an estimated $104K.
  • Cerus made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3812 holding.
  • Creative Planning first reported a position in Cerus in Q4 2014 and has held it in 19 quarters since.
  • 168 funds tracked by Wall St. Rank held Cerus as of Q1 2026.

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