Creative Planning’s Coherus Oncology CHRS Stock Holding History

Creative Planning’s Portfolio CHRS Stock Details CHRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.2K	Sell	13,729 -1,015	-7%	-$1.66K	﹤0.01%	4194
2026 Q1	$24.9K	Buy	+14,744	New	+$26.2K	﹤0.01%	4038
2024 Q1	–	Sell	-15,150	Closed	-$50.5K	–	2940
2023 Q4	$50.5K	Buy	+15,150	New	+$40.6K	﹤0.01%	2645
2017 Q3	–	Sell	-200	Closed	-$3K	–	2197
2017 Q2	$3K	Buy	+200	New	+$3.85K	﹤0.01%	4161
2017 Q1	–	Sell	-1,097	Closed	-$31K	–	4668
2016 Q4	$31K	Buy	+1,097	New	+$30.7K	﹤0.01%	2758

Other funds holding CHRS

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

Creative Planning's CHRS Position: Q2 2026 in Review

Creative Planning reduced its Coherus Oncology (CHRS) stake by 6.9% in Q2 2026, selling an estimated $1.66K and leaving 13,729 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4194.

Creative Planning first reported a position in CHRS in Q4 2016 and has held it in 5 quarters since. The position peaked at $50.5K in Q4 2023. 147 funds tracked by Wall St. Rank hold CHRS as of Q2 2026.

Creative Planning held 13,729 shares of Coherus Oncology worth $19.2K as of Q2 2026.
Creative Planning sold 1,015 Coherus Oncology shares in Q2 2026, an estimated $1.66K.
Coherus Oncology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4194 holding.
Creative Planning first reported a position in Coherus Oncology in Q4 2016 and has held it in 5 quarters since.
Creative Planning's Coherus Oncology position peaked at $50.5K in Q4 2023.
147 funds tracked by Wall St. Rank held Coherus Oncology as of Q2 2026.

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