Creative Planning’s CorMedix CRMD Stock Holding History

Creative Planning’s Portfolio CRMD Stock Details CRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Buy	35,123 +7,847	+29%	+$62K	﹤0.01%	3636
2026 Q1	$185K	Sell	27,276 -9,468	-26%	-$70K	﹤0.01%	3761
2025 Q4	$427K	Buy	36,744 +2,038	+6%	+$22.5K	﹤0.01%	2971
2025 Q3	$404K	Buy	34,706 +287	+0.8%	+$3.47K	﹤0.01%	2913
2025 Q2	$424K	Sell	34,419 -8,631	-20%	-$95.3K	﹤0.01%	2613
2025 Q1	$265K	Buy	43,050 +15,562	+57%	+$161K	﹤0.01%	2859
2024 Q4	$223K	Buy	27,488 +11,571	+73%	+$116K	﹤0.01%	2893
2024 Q3	$129K	Buy	+15,917	New	+$86.1K	﹤0.01%	2965
2019 Q1	–	Sell	-6,640	Closed	-$43K	–	2008
2018 Q4	$43K	Buy	+6,640	New	+$44.4K	﹤0.01%	1726
2017 Q1	–	Sell	-262	Closed	-$2K	–	4680
2016 Q4	$2K	Hold	262	–	–	﹤0.01%	4245
2016 Q3	$3K	Buy	+262	New	+$2.45K	﹤0.01%	4075

Other funds holding CRMD

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning's CRMD Position: Q2 2026 in Review

Creative Planning increased its CorMedix (CRMD) stake by 29% in Q2 2026, buying an estimated $62K and bringing the position to 35,123 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Creative Planning first reported a position in CRMD in Q3 2016 and has held it in 11 quarters since. The position peaked at $427K in Q4 2025. 194 funds tracked by Wall St. Rank hold CRMD as of Q2 2026.

Creative Planning held 35,123 shares of CorMedix worth $276K as of Q2 2026.
Creative Planning bought 7,847 CorMedix shares in Q2 2026, an estimated $62K.
CorMedix made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3636 holding.
Creative Planning first reported a position in CorMedix in Q3 2016 and has held it in 11 quarters since.
Creative Planning's CorMedix position peaked at $427K in Q4 2025.
194 funds tracked by Wall St. Rank held CorMedix as of Q2 2026.

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