Creative Planning
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Creative Planning’s Caribou Biosciences CRBU Stock Holding History

Creative Planning’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.4K Sell
16,500
-2,000
-11% -$3.43K ﹤0.01% 4022
2025
Q4 		$29.4K Sell
18,500
-422
-2% -$886 ﹤0.01% 3833
2025
Q3 		$44.1K Sell
18,922
-1,249
-6% -$2.36K ﹤0.01% 3772
2025
Q2 		$25.4K Buy
+20,171
New +$19.8K ﹤0.01% 3580

Other funds holding CRBU

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's CRBU Position: Q1 2026 in Review

Creative Planning reduced its Caribou Biosciences (CRBU) stake by 11% in Q1 2026, selling an estimated $3.43K and leaving 16,500 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4022.

Creative Planning first reported a position in CRBU in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.1K in Q3 2025. 137 funds tracked by Wall St. Rank hold CRBU as of Q1 2026.

  • Creative Planning held 16,500 shares of Caribou Biosciences worth $31.4K as of Q1 2026.
  • Creative Planning sold 2,000 Caribou Biosciences shares in Q1 2026, an estimated $3.43K.
  • Caribou Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4022 holding.
  • Creative Planning first reported a position in Caribou Biosciences in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Caribou Biosciences position peaked at $44.1K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2026.

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