Creative Planning
HRTX icon

Creative Planning’s Heron Therapeutics HRTX Stock Holding History

Creative Planning’s Portfolio HRTX Stock Details HRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,409
Closed -$15.6K – 3992
2025
Q3 		$15.6K Sell
12,409
-26,980
-68% -$42.8K ﹤0.01% 3825
2025
Q2 		$81.5K Sell
39,389
-59,063
-60% -$121K ﹤0.01% 3456
2025
Q1 		$217K Buy
+98,452
New +$191K ﹤0.01% 2998
2017
Q3 		– Sell
-2,149
Closed -$30K – 2703
2017
Q2 		$30K Buy
2,149
+149
+7% +$2.16K ﹤0.01% 2883
2017
Q1 		$30K Buy
+2,000
New +$27.7K ﹤0.01% 2835

Other funds holding HRTX

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return

Creative Planning's HRTX Position: Q4 2025 in Review

Creative Planning sold out of Heron Therapeutics (HRTX) in Q4 2025, closing a stake of 12,409 shares — an estimated $15.6K sold.

Creative Planning first reported a position in HRTX in Q1 2017 and held it in 5 quarters. The position peaked at $217K in Q1 2025. 170 funds tracked by Wall St. Rank hold HRTX as of Q4 2025.

  • Creative Planning reported no remaining Heron Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 12,409 Heron Therapeutics shares in Q4 2025, an estimated $15.6K.
  • Creative Planning first reported a position in Heron Therapeutics in Q1 2017 and held it in 5 quarters.
  • Creative Planning's Heron Therapeutics position peaked at $217K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held Heron Therapeutics as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.