Creative Planning
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Creative Planning’s Celldex Therapeutics CLDX Stock Holding History

Creative Planning’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,000
Closed -$4.72K – 2934
2023
Q2 		$4.72K Hold
9,000
– – ﹤0.01% 2573
2023
Q1 		$14.6K Sell
9,000
-10,600
-54% -$457K ﹤0.01% 2435
2022
Q4 		$1.5K Hold
19,600
– – ﹤0.01% 2438
2022
Q3 		$49K Buy
+19,600
New +$601K ﹤0.01% 2120
2022
Q2 		– Sell
-19,600
Closed -$30K – 2323
2022
Q1 		$30K Buy
+19,600
New +$627K ﹤0.01% 2103

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CLDX Position: Q2 2026 in Review

Creative Planning increased its Celldex Therapeutics (CLDX) stake by 6.7% in Q2 2026, buying an estimated $72.2K and bringing the position to 35,670 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Creative Planning first reported a position in CLDX in Q3 2013 and has held it in 50 quarters since. 254 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Creative Planning held 35,670 shares of Celldex Therapeutics worth $1.33M as of Q2 2026.
  • Creative Planning bought 2,234 Celldex Therapeutics shares in Q2 2026, an estimated $72.2K.
  • Celldex Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2417 holding.
  • Creative Planning first reported a position in Celldex Therapeutics in Q3 2013 and has held it in 50 quarters since.
  • 254 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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