Creative Planning
COGT icon

Creative Planning’s Cogent Biosciences COGT Stock Holding History

Creative Planning’s Portfolio COGT Stock Details COGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Sell
90,899
-19,859
-18% -$695K ﹤0.01% 1669
2026
Q1 		$4.26M Buy
110,758
+20,853
+23% +$770K ﹤0.01% 1323
2025
Q4 		$3.19M Buy
89,905
+22,167
+33% +$623K ﹤0.01% 1344
2025
Q3 		$973K Buy
67,738
+14,063
+26% +$167K ﹤0.01% 2139
2025
Q2 		$385K Buy
53,675
+43,181
+411% +$239K ﹤0.01% 2690
2025
Q1 		$62.9K Buy
+10,494
New +$82.3K ﹤0.01% 3315
2024
Q4 		– Sell
-14,324
Closed -$155K – 3608
2024
Q3 		$155K Buy
14,324
+3,272
+30% +$31.9K ﹤0.01% 2921
2024
Q2 		$93.2K Buy
+11,052
New +$83.8K ﹤0.01% 2851

Other funds holding COGT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's COGT Position: Q2 2026 in Review

Creative Planning reduced its Cogent Biosciences (COGT) stake by 18% in Q2 2026, selling an estimated $695K and leaving 90,899 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Creative Planning first reported a position in COGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.26M in Q1 2026. 324 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

  • Creative Planning held 90,899 shares of Cogent Biosciences worth $3.52M as of Q2 2026.
  • Creative Planning sold 19,859 Cogent Biosciences shares in Q2 2026, an estimated $695K.
  • Cogent Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1669 holding.
  • Creative Planning first reported a position in Cogent Biosciences in Q2 2024 and has held it in 8 quarters since.
  • Creative Planning's Cogent Biosciences position peaked at $4.26M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

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