Creative Planning
CRDF icon

Creative Planning’s Cardiff Oncology CRDF Stock Holding History

Creative Planning’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.5K Buy
48,097
+4,487
+10% +$7.12K ﹤0.01% 4093
2026
Q1 		$70.6K Buy
43,610
+6,156
+16% +$12.6K ﹤0.01% 3956
2025
Q4 		$105K Sell
37,454
-2,648
-7% -$6.15K ﹤0.01% 3705
2025
Q3 		$82.6K Buy
40,102
+6,052
+18% +$16.7K ﹤0.01% 3701
2025
Q2 		$107K Sell
34,050
-32,320
-49% -$98.6K ﹤0.01% 3416
2025
Q1 		$208K Buy
66,370
+5,402
+9% +$21.4K ﹤0.01% 3034
2024
Q4 		$265K Buy
60,968
+7,399
+14% +$23.1K ﹤0.01% 2768
2024
Q3 		$143K Sell
53,569
-1,166
-2% -$2.75K ﹤0.01% 2942
2024
Q2 		$122K Buy
54,735
+14,484
+36% +$54.6K ﹤0.01% 2802
2024
Q1 		$215K Buy
40,251
+14,751
+58% +$39.2K ﹤0.01% 2519
2023
Q4 		$37.7K Sell
25,500
-33,251
-57% -$40.2K ﹤0.01% 2664
2023
Q3 		$81.7K Buy
58,751
+1,001
+2% +$1.69K ﹤0.01% 2418
2023
Q2 		$84.9K Buy
57,750
+33,250
+136% +$53.6K ﹤0.01% 2374
2023
Q1 		$40.4K Hold
24,500
– – ﹤0.01% 2369
2022
Q4 		$34.3K Sell
24,500
-1,075
-4% -$1.54K ﹤0.01% 2272
2022
Q3 		$39K Buy
+25,575
New +$61.5K ﹤0.01% 2131
2017
Q3 		– Sell
-104
Closed -$9K – 2246
2017
Q2 		$9K Hold
104
– – ﹤0.01% 3678
2017
Q1 		$9K Hold
104
– – ﹤0.01% 3639
2016
Q4 		$16K Hold
104
– – ﹤0.01% 3213
2016
Q3 		$34K Sell
104
-31
-23% -$11.3K ﹤0.01% 2649
2016
Q2 		$44K Hold
135
– – ﹤0.01% 2213
2016
Q1 		$45K Buy
135
+26
+24% +$8.85K ﹤0.01% 2172
2015
Q4 		$42K Hold
109
– – ﹤0.01% 2254
2015
Q3 		$45K Buy
+109
New +$57K ﹤0.01% 2114
2015
Q2 		– Sell
-6
Closed -$3K – 1469
2015
Q1 		$3K Buy
+6
New +$2.56K ﹤0.01% 3730

Other funds holding CRDF

LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Creative Planning's CRDF Position: Q2 2026 in Review

Creative Planning increased its Cardiff Oncology (CRDF) stake by 10% in Q2 2026, buying an estimated $7.12K and bringing the position to 48,097 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4093.

Creative Planning first reported a position in CRDF in Q1 2015 and has held it in 25 quarters since. The position peaked at $265K in Q4 2024. 105 funds tracked by Wall St. Rank hold CRDF as of Q2 2026.

  • Creative Planning held 48,097 shares of Cardiff Oncology worth $62.5K as of Q2 2026.
  • Creative Planning bought 4,487 Cardiff Oncology shares in Q2 2026, an estimated $7.12K.
  • Cardiff Oncology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4093 holding.
  • Creative Planning first reported a position in Cardiff Oncology in Q1 2015 and has held it in 25 quarters since.
  • Creative Planning's Cardiff Oncology position peaked at $265K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2026.

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