Creative Planning
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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
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

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
FTM
First Turn Management Del Mar, California $895M AUM 261.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Creative Planning's FULC Position: Q1 2026 in Review

Creative Planning increased its Fulcrum Therapeutics (FULC) stake by 190% in Q1 2026, buying an estimated $389K and bringing the position to 64,089 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Creative Planning first reported a position in FULC in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold FULC as of Q1 2026.

  • Creative Planning held 64,089 shares of Fulcrum Therapeutics worth $492K as of Q1 2026.
  • Creative Planning bought 41,985 Fulcrum Therapeutics shares in Q1 2026, an estimated $389K.
  • Fulcrum Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3042 holding.
  • Creative Planning first reported a position in Fulcrum Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q1 2026.

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