Creative Planning
CSTL icon

Creative Planning’s Castle Biosciences CSTL Stock Holding History

Creative Planning’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Buy
13,681
+1,202
+10% +$26.8K ﹤0.01% 3508
2026
Q1 		$306K Sell
12,479
-3,662
-23% -$120K ﹤0.01% 3418
2025
Q4 		$628K Sell
16,141
-135
-0.8% -$4.35K ﹤0.01% 2641
2025
Q3 		$371K Buy
16,276
+5,165
+46% +$105K ﹤0.01% 2987
2025
Q2 		$227K Buy
11,111
+11
+0.1% +$204 ﹤0.01% 3128
2025
Q1 		$222K Buy
11,100
+1,560
+16% +$38.6K ﹤0.01% 2981
2024
Q4 		$254K Sell
9,540
-932
-9% -$28.4K ﹤0.01% 2802
2024
Q3 		$299K Buy
+10,472
New +$267K ﹤0.01% 2525

Other funds holding CSTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CSTL Position: Q2 2026 in Review

Creative Planning increased its Castle Biosciences (CSTL) stake by 9.6% in Q2 2026, buying an estimated $26.8K and bringing the position to 13,681 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #3508.

Creative Planning first reported a position in CSTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $628K in Q4 2025. 177 funds tracked by Wall St. Rank hold CSTL as of Q2 2026.

  • Creative Planning held 13,681 shares of Castle Biosciences worth $326K as of Q2 2026.
  • Creative Planning bought 1,202 Castle Biosciences shares in Q2 2026, an estimated $26.8K.
  • Castle Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3508 holding.
  • Creative Planning first reported a position in Castle Biosciences in Q3 2024 and has held it in 8 quarters since.
  • Creative Planning's Castle Biosciences position peaked at $628K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Castle Biosciences as of Q2 2026.

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