Creative Planning
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Creative Planning’s Fortress Biotech FBIO Stock Holding History

Creative Planning’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,452
Closed -$23.2K – 3947
2025
Q2 		$23.2K Buy
+12,452
New +$21.6K ﹤0.01% 3589
2023
Q4 		– Sell
-1,060
Closed -$4.62K – 2869
2023
Q3 		$4.62K Hold
1,060
– – ﹤0.01% 2730
2023
Q2 		$8.74K Hold
1,060
– – ﹤0.01% 2551
2023
Q1 		$13K Sell
1,060
-187
-15% -$2.23K ﹤0.01% 2446
2022
Q4 		$12.3K Hold
1,247
– – ﹤0.01% 2342
2022
Q3 		$16K Buy
1,247
+207
+20% +$3.1K ﹤0.01% 2193
2022
Q2 		$13K Hold
1,040
– – ﹤0.01% 2175
2022
Q1 		$21K Hold
1,040
– – ﹤0.01% 2131
2021
Q4 		$39K Hold
1,040
– – ﹤0.01% 2010
2021
Q3 		$50K Hold
1,040
– – ﹤0.01% 1992
2021
Q2 		$56K Sell
1,040
-5,488
-84% -$331K ﹤0.01% 1931
2021
Q1 		$346K Buy
6,528
+728
+13% +$41.1K ﹤0.01% 1698
2020
Q4 		$276K Buy
5,800
+1,600
+38% +$69.3K ﹤0.01% 1681
2020
Q3 		$255K Buy
4,200
+600
+17% +$30.6K ﹤0.01% 1528
2020
Q2 		$145K Buy
3,600
+2,567
+248% +$95.3K ﹤0.01% 1597
2020
Q1 		$29K Buy
+1,033
New +$34.3K ﹤0.01% 1693
2017
Q3 		– Sell
-400
Closed -$29K – 2475
2017
Q2 		$29K Hold
400
– – ﹤0.01% 2905
2017
Q1 		$22K Hold
400
– – ﹤0.01% 3057
2016
Q4 		$16K Hold
400
– – ﹤0.01% 3215
2016
Q3 		$18K Buy
400
+67
+20% +$2.85K ﹤0.01% 3117
2016
Q2 		$13K Hold
333
– – ﹤0.01% 3069
2016
Q1 		$16K Sell
333
-667
-67% -$28.1K ﹤0.01% 2913
2015
Q4 		$42K Buy
+1,000
New +$41.9K ﹤0.01% 2256

Other funds holding FBIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Creative Planning's FBIO Position: Q3 2025 in Review

Creative Planning sold out of Fortress Biotech (FBIO) in Q3 2025, closing a stake of 12,452 shares — an estimated $23.2K sold.

Creative Planning first reported a position in FBIO in Q4 2015 and held it in 23 quarters. The position peaked at $346K in Q1 2021. 56 funds tracked by Wall St. Rank hold FBIO as of Q3 2025.

  • Creative Planning reported no remaining Fortress Biotech position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 12,452 Fortress Biotech shares in Q3 2025, an estimated $23.2K.
  • Creative Planning first reported a position in Fortress Biotech in Q4 2015 and held it in 23 quarters.
  • Creative Planning's Fortress Biotech position peaked at $346K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Fortress Biotech as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.