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
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 $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's CSTL Position: Q1 2026 in Review

Creative Planning reduced its Castle Biosciences (CSTL) stake by 23% in Q1 2026, selling an estimated $120K and leaving 12,479 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

Creative Planning first reported a position in CSTL in Q3 2024 and has held it in 7 quarters since. The position peaked at $628K in Q4 2025. 186 funds tracked by Wall St. Rank hold CSTL as of Q1 2026.

  • Creative Planning held 12,479 shares of Castle Biosciences worth $306K as of Q1 2026.
  • Creative Planning sold 3,662 Castle Biosciences shares in Q1 2026, an estimated $120K.
  • Castle Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3418 holding.
  • Creative Planning first reported a position in Castle Biosciences in Q3 2024 and has held it in 7 quarters since.
  • Creative Planning's Castle Biosciences position peaked at $628K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2026.

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