Creative Planning
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Creative Planning’s Emergent Biosolutions EBS Stock Holding History

Creative Planning’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Buy
33,544
+4,996
+18% +$51.7K ﹤0.01% 3478
2025
Q4 		$353K Buy
28,548
+6,806
+31% +$72.9K ﹤0.01% 3129
2025
Q3 		$192K Buy
21,742
+6,718
+45% +$52.3K ﹤0.01% 3509
2025
Q2 		$95.9K Buy
15,024
+556
+4% +$3.18K ﹤0.01% 3442
2025
Q1 		$70.3K Sell
14,468
-1,532
-10% -$12.7K ﹤0.01% 3301
2024
Q4 		$153K Sell
16,000
-442
-3% -$4.06K ﹤0.01% 3059
2024
Q3 		$137K Sell
16,442
-1,326
-7% -$12.1K ﹤0.01% 2955
2024
Q2 		$121K Buy
17,768
+3,720
+26% +$16K ﹤0.01% 2803
2024
Q1 		$35.5K Buy
+14,048
New +$31.7K ﹤0.01% 2805
2021
Q3 		– Sell
-4,749
Closed -$299K – 2139
2021
Q2 		$299K Buy
4,749
+1,210
+34% +$77.7K ﹤0.01% 1565
2021
Q1 		$329K Sell
3,539
-10,119
-74% -$1.04M ﹤0.01% 1737
2020
Q4 		$1.22M Buy
13,658
+7,833
+134% +$719K ﹤0.01% 863
2020
Q3 		$602K Buy
+5,825
New +$628K ﹤0.01% 1041
2017
Q3 		– Sell
-4,555
Closed -$154K – 2362
2017
Q2 		$154K Buy
4,555
+55
+1% +$1.7K ﹤0.01% 1669
2017
Q1 		$131K Hold
4,500
– – ﹤0.01% 1776
2016
Q4 		$148K Sell
4,500
-5,600
-55% -$168K ﹤0.01% 1585
2016
Q3 		$318K Buy
10,100
+6,000
+146% +$174K ﹤0.01% 1146
2016
Q2 		$115K Sell
4,100
-65
-2% -$2.55K ﹤0.01% 1578
2016
Q1 		$151K Sell
4,165
-35
-0.8% -$1.24K ﹤0.01% 1371
2015
Q4 		$168K Sell
4,200
-18,900
-82% -$659K ﹤0.01% 1308
2015
Q3 		$658K Buy
+23,100
New +$761K 0.01% 633
2015
Q2 		– Sell
-4,200
Closed -$121K – 1599
2015
Q1 		$121K Buy
4,200
+1,534
+58% +$44K ﹤0.01% 1471
2014
Q4 		$73K Sell
2,666
-9,334
-78% -$222K ﹤0.01% 1736
2014
Q3 		$256K Buy
12,000
+11,360
+1,775% +$260K ﹤0.01% 940
2014
Q2 		$14K Buy
640
+350
+121% +$8.15K ﹤0.01% 2694
2014
Q1 		$7K Hold
290
– – ﹤0.01% 2911
2013
Q4 		$7K Sell
290
-200
-41% -$4.17K ﹤0.01% 2709
2013
Q3 		$9K Buy
+490
New +$8.75K ﹤0.01% 2496

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's EBS Position: Q1 2026 in Review

Creative Planning increased its Emergent Biosolutions (EBS) stake by 18% in Q1 2026, buying an estimated $51.7K and bringing the position to 33,544 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #3478.

Creative Planning first reported a position in EBS in Q3 2013 and has held it in 28 quarters since. The position peaked at $1.22M in Q4 2020. 190 funds tracked by Wall St. Rank hold EBS as of Q1 2026.

  • Creative Planning held 33,544 shares of Emergent Biosolutions worth $278K as of Q1 2026.
  • Creative Planning bought 4,996 Emergent Biosolutions shares in Q1 2026, an estimated $51.7K.
  • Emergent Biosolutions made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3478 holding.
  • Creative Planning first reported a position in Emergent Biosolutions in Q3 2013 and has held it in 28 quarters since.
  • Creative Planning's Emergent Biosolutions position peaked at $1.22M in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2026.

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