Creative Planning
EYPT icon

Creative Planning’s EyePoint Inc EYPT Stock Holding History

Creative Planning’s Portfolio EYPT Stock Details EYPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$426K Buy
33,080
+1,862
+6% +$27.8K ﹤0.01% 3153
2025
Q4 		$570K Buy
31,218
+9,159
+42% +$130K ﹤0.01% 2720
2025
Q3 		$314K Buy
22,059
+3,505
+19% +$40.4K ﹤0.01% 3101
2025
Q2 		$175K Sell
18,554
-2,341
-11% -$16.2K ﹤0.01% 3280
2025
Q1 		$113K Buy
20,895
+20,708
+11,074% +$145K ﹤0.01% 3224
2024
Q4 		$1.39K Buy
+187
New +$1.74K ﹤0.01% 3502
2019
Q4 		– Sell
-2,600
Closed -$47K – 2036
2019
Q3 		$47K Buy
+2,600
New +$40.3K ﹤0.01% 1796
2019
Q2 		– Sell
-442
Closed -$8K – 2047
2019
Q1 		$8K Buy
+442
New +$10.5K ﹤0.01% 1889
2018
Q3 		– Sell
-7,800
Closed -$162K – 2103
2018
Q2 		$162K Buy
7,800
+3,300
+73% +$64.8K ﹤0.01% 1686
2018
Q1 		$55K Buy
4,500
+1,000
+29% +$11.3K ﹤0.01% 1814
2017
Q4 		$38K Hold
3,500
– – ﹤0.01% 1819
2017
Q3 		$42K Hold
3,500
– – ﹤0.01% 1792
2017
Q2 		$60K Buy
3,500
+1,850
+112% +$35.2K ﹤0.01% 2373
2017
Q1 		$28K Buy
+1,650
New +$29.3K ﹤0.01% 2883
2016
Q2 		– Sell
-20
Closed -$1K – 4390
2016
Q1 		$1K Hold
20
– – ﹤0.01% 4106
2015
Q4 		$1K Buy
+20
New +$779 ﹤0.01% 4198

Other funds holding EYPT

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return