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
Q2 		$2.21M Buy
57,326
+11,597
+25% +$353K ﹤0.01% 2010
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 $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's IMVT Position: Q2 2026 in Review

Creative Planning increased its Immunovant (IMVT) stake by 25% in Q2 2026, buying an estimated $353K and bringing the position to 57,326 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Creative Planning first reported a position in IMVT in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold IMVT as of Q2 2026.

  • Creative Planning held 57,326 shares of Immunovant worth $2.21M as of Q2 2026.
  • Creative Planning bought 11,597 Immunovant shares in Q2 2026, an estimated $353K.
  • Immunovant made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2010 holding.
  • Creative Planning first reported a position in Immunovant in Q4 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Immunovant as of Q2 2026.

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