Creative Planning
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Creative Planning’s Fate Therapeutics FATE Stock Holding History

Creative Planning’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.3K Buy
49,425
+25,534
+107% +$31.1K ﹤0.01% 3969
2025
Q4 		$23.5K Sell
23,891
-2,403
-9% -$2.89K ﹤0.01% 3840
2025
Q3 		$33.1K Buy
+26,294
New +$28.4K ﹤0.01% 3784
2021
Q2 		– Sell
-4,175
Closed -$344K – 2239
2021
Q1 		$344K Sell
4,175
-1,971
-32% -$189K ﹤0.01% 1703
2020
Q4 		$559K Sell
6,146
-588
-9% -$36.5K ﹤0.01% 1250
2020
Q3 		$269K Sell
6,734
-983
-13% -$34.3K ﹤0.01% 1489
2020
Q2 		$265K Buy
+7,717
New +$230K ﹤0.01% 1383
2019
Q1 		– Sell
-10,977
Closed -$141K – 2019
2018
Q4 		$141K Buy
+10,977
New +$153K ﹤0.01% 1576
2017
Q4 		– Sell
-28,000
Closed -$111K – 1938
2017
Q3 		$111K Hold
28,000
– – ﹤0.01% 1703
2017
Q2 		$91K Buy
28,000
+5,000
+22% +$19.2K ﹤0.01% 2050
2017
Q1 		$105K Buy
23,000
+6,000
+35% +$21.9K ﹤0.01% 1923
2016
Q4 		$43K Hold
17,000
– – ﹤0.01% 2509
2016
Q3 		$53K Hold
17,000
– – ﹤0.01% 2311
2016
Q2 		$29K Hold
17,000
– – ﹤0.01% 2514
2016
Q1 		$31K Buy
17,000
+10,000
+143% +$20.6K ﹤0.01% 2428
2015
Q4 		$24K Buy
7,000
+2,000
+40% +$8.41K ﹤0.01% 2704
2015
Q3 		$27K Buy
+5,000
New +$34.2K ﹤0.01% 2493

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's FATE Position: Q1 2026 in Review

Creative Planning increased its Fate Therapeutics (FATE) stake by 107% in Q1 2026, buying an estimated $31.1K and bringing the position to 49,425 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3969.

Creative Planning first reported a position in FATE in Q3 2015 and has held it in 17 quarters since. The position peaked at $559K in Q4 2020. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Creative Planning held 49,425 shares of Fate Therapeutics worth $59.3K as of Q1 2026.
  • Creative Planning bought 25,534 Fate Therapeutics shares in Q1 2026, an estimated $31.1K.
  • Fate Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3969 holding.
  • Creative Planning first reported a position in Fate Therapeutics in Q3 2015 and has held it in 17 quarters since.
  • Creative Planning's Fate Therapeutics position peaked at $559K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

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