Creative Planning
IMVT icon

Creative Planning’s Immunovant IMVT Stock Holding History

Creative Planning’s Portfolio IMVT Stock Details IMVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
45,729
+4,228
+10% +$109K ﹤0.01% 2355
2025
Q4 		$1.05M Buy
41,501
+2,998
+8% +$66.9K ﹤0.01% 2238
2025
Q3 		$621K Buy
38,503
+3,135
+9% +$50.8K ﹤0.01% 2544
2025
Q2 		$566K Buy
35,368
+6,175
+21% +$93.4K ﹤0.01% 2348
2025
Q1 		$499K Buy
29,193
+16,072
+122% +$336K ﹤0.01% 2295
2024
Q4 		$325K Buy
+13,121
New +$372K ﹤0.01% 2591

Other funds holding IMVT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's IMVT Position: Q1 2026 in Review

Creative Planning increased its Immunovant (IMVT) stake by 10% in Q1 2026, buying an estimated $109K and bringing the position to 45,729 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Creative Planning first reported a position in IMVT in Q4 2024 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold IMVT as of Q1 2026.

  • Creative Planning held 45,729 shares of Immunovant worth $1.14M as of Q1 2026.
  • Creative Planning bought 4,228 Immunovant shares in Q1 2026, an estimated $109K.
  • Immunovant made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2355 holding.
  • Creative Planning first reported a position in Immunovant in Q4 2024 and has held it in 6 quarters since.
  • 215 funds tracked by Wall St. Rank held Immunovant as of Q1 2026.

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