Creative Planning
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Creative Planning’s Edgewise Therapeutics EWTX Stock Holding History

Creative Planning’s Portfolio EWTX Stock Details EWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
39,198
+7,930
+25% +$273K ﹤0.01% 2275
2026
Q1 		$985K Buy
31,268
+6,800
+28% +$196K ﹤0.01% 2473
2025
Q4 		$607K Buy
24,468
+6,432
+36% +$129K ﹤0.01% 2672
2025
Q3 		$293K Buy
18,036
+1,126
+7% +$16K ﹤0.01% 3166
2025
Q2 		$222K Buy
16,910
+3,837
+29% +$55.3K ﹤0.01% 3148
2025
Q1 		$288K Buy
+13,073
New +$343K ﹤0.01% 2796

Other funds holding EWTX

O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's EWTX Position: Q2 2026 in Review

Creative Planning increased its Edgewise Therapeutics (EWTX) stake by 25% in Q2 2026, buying an estimated $273K and bringing the position to 39,198 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Creative Planning first reported a position in EWTX in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold EWTX as of Q2 2026.

  • Creative Planning held 39,198 shares of Edgewise Therapeutics worth $1.59M as of Q2 2026.
  • Creative Planning bought 7,930 Edgewise Therapeutics shares in Q2 2026, an estimated $273K.
  • Edgewise Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2275 holding.
  • Creative Planning first reported a position in Edgewise Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held Edgewise Therapeutics as of Q2 2026.

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