Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-42,676
Closed -$193K 4125
2025
Q4
$193K Sell
42,676
-1,445
-3% -$7.4K ﹤0.01% 3567
2025
Q3
$238K Sell
44,121
-2,977
-6% -$16.1K ﹤0.01% 3335
2025
Q2
$256K Sell
47,098
-17,249
-27% -$68.4K ﹤0.01% 3034
2025
Q1
$178K Sell
64,347
-19,714
-23% -$68.6K ﹤0.01% 3114
2024
Q4
$287K Buy
84,061
+52,814
+169% +$152K ﹤0.01% 2703
2024
Q3
$91.9K Buy
31,247
+3,212
+11% +$10.6K ﹤0.01% 3031
2024
Q2
$95.3K Buy
28,035
+7,409
+36% +$24.2K ﹤0.01% 2845
2024
Q1
$62.5K Buy
+20,626
New +$72.4K ﹤0.01% 2764
2023
Q3
Sell
-16,721
Closed -$174K 2939
2023
Q2
$174K Buy
+16,721
New +$150K ﹤0.01% 2247
2022
Q2
Sell
-12,139
Closed -$238K 2332
2022
Q1
$238K Buy
+12,139
New +$242K ﹤0.01% 1785
2021
Q2
Sell
-3,490
Closed -$319K 2191
2021
Q1
$319K Buy
3,490
+380
+12% +$36.9K ﹤0.01% 1761
2020
Q4
$252K Sell
3,110
-1,493
-32% -$114K ﹤0.01% 1730
2020
Q3
$214K Buy
+4,603
New +$257K ﹤0.01% 1634

Creative Planning's CVAC Position: Q1 2026 in Review

Creative Planning sold out of CureVac (CVAC) in Q1 2026, closing a stake of 42,676 shares — an estimated $193K sold.

Creative Planning first reported a position in CVAC in Q3 2020 and held it in 13 quarters. The position peaked at $319K in Q1 2021. 0 funds tracked by Wall St. Rank hold CVAC as of Q1 2026.

  • Creative Planning reported no remaining CureVac position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 42,676 CureVac shares in Q1 2026, an estimated $193K.
  • Creative Planning first reported a position in CureVac in Q3 2020 and held it in 13 quarters.
  • Creative Planning's CureVac position peaked at $319K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held CureVac as of Q1 2026.

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