Creative Planning
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Creative Planning’s CEL-SCI Corp CVM Stock Holding History

Creative Planning’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-883
Closed -$6.11K – 3705
2025
Q1 		$6.11K Hold
883
– – ﹤0.01% 3439
2024
Q4 		$10.6K Sell
883
-34
-4% -$784 ﹤0.01% 3382
2024
Q3 		$29.1K Buy
917
+34
+4% +$1.2K ﹤0.01% 3130
2024
Q2 		$30.7K Hold
883
– – ﹤0.01% 2962
2024
Q1 		$50.6K Hold
883
– – ﹤0.01% 2784
2023
Q4 		$72.1K Hold
883
– – ﹤0.01% 2612
2023
Q3 		$33.1K Hold
883
– – ﹤0.01% 2531
2023
Q2 		$63.9K Sell
883
-11
-1% -$800 ﹤0.01% 2415
2023
Q1 		$62.2K Buy
+894
New +$70K ﹤0.01% 2314
2017
Q3 		– Sell
-47
Closed -$3K – 2278
2017
Q2 		$3K Hold
47
– – ﹤0.01% 4167
2017
Q1 		$3K Hold
47
– – ﹤0.01% 4142
2016
Q4 		$2K Sell
47
-82
-64% -$12.6K ﹤0.01% 4247
2016
Q3 		$30K Buy
129
+53
+70% +$18K ﹤0.01% 2728
2016
Q2 		$26K Hold
76
– – ﹤0.01% 2595
2016
Q1 		$30K Sell
76
-1
-1% -$382 ﹤0.01% 2451
2015
Q4 		$21K Buy
77
+44
+133% +$17.1K ﹤0.01% 2801
2015
Q3 		$15K Buy
+33
New +$15.1K ﹤0.01% 2941
2015
Q2 		– Sell
-7
Closed -$5K – 1497
2015
Q1 		$5K Hold
7
– – ﹤0.01% 3514
2014
Q4 		$3K Hold
7
– – ﹤0.01% 3688
2014
Q3 		$5K Hold
7
– – ﹤0.01% 3276
2014
Q2 		$6K Buy
+7
New +$6.39K ﹤0.01% 3104
2014
Q1 		– Hold
0
– – – 3647
2013
Q3 		– Hold
0
– – – 3228
2013
Q2 		– Hold
0
– – – 3073

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Creative Planning's CVM Position: Q2 2025 in Review

Creative Planning sold out of CEL-SCI Corp (CVM) in Q2 2025, closing a stake of 883 shares — an estimated $6.11K sold.

Creative Planning first reported a position in CVM in Q2 2014 and held it in 21 quarters. The position peaked at $72.1K in Q4 2023. 28 funds tracked by Wall St. Rank hold CVM as of Q2 2025.

  • Creative Planning reported no remaining CEL-SCI Corp position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 883 CEL-SCI Corp shares in Q2 2025, an estimated $6.11K.
  • Creative Planning first reported a position in CEL-SCI Corp in Q2 2014 and held it in 21 quarters.
  • Creative Planning's CEL-SCI Corp position peaked at $72.1K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.