Creative Planning
FULC icon

Creative Planning’s Fulcrum Therapeutics FULC Stock Holding History

Creative Planning’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.2K Sell
21,373
-42,716
-67% -$260K ﹤0.01% 4077
2026
Q1 		$492K Buy
64,089
+41,985
+190% +$389K ﹤0.01% 3042
2025
Q4 		$250K Buy
22,104
+7,750
+54% +$78.9K ﹤0.01% 3373
2025
Q3 		$132K Sell
14,354
-2,585
-15% -$18.7K ﹤0.01% 3621
2025
Q2 		$117K Buy
+16,939
New +$90.6K ﹤0.01% 3394

Other funds holding FULC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's FULC Position: Q2 2026 in Review

Creative Planning reduced its Fulcrum Therapeutics (FULC) stake by 67% in Q2 2026, selling an estimated $260K and leaving 21,373 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4077.

Creative Planning first reported a position in FULC in Q2 2025 and has held it in 5 quarters since. The position peaked at $492K in Q1 2026. 155 funds tracked by Wall St. Rank hold FULC as of Q2 2026.

  • Creative Planning held 21,373 shares of Fulcrum Therapeutics worth $78.2K as of Q2 2026.
  • Creative Planning sold 42,716 Fulcrum Therapeutics shares in Q2 2026, an estimated $260K.
  • Fulcrum Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4077 holding.
  • Creative Planning first reported a position in Fulcrum Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Fulcrum Therapeutics position peaked at $492K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2026.

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