Creative Planning
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Creative Planning’s Liquidia Corp LQDA Stock Holding History

Creative Planning’s Portfolio LQDA Stock Details LQDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.99M Buy
50,051
+10,020
+25% +$537K ﹤0.01% 1575
2026
Q1 		$1.51M Buy
40,031
+4,203
+12% +$156K ﹤0.01% 2131
2025
Q4 		$1.24M Buy
35,828
+7,530
+27% +$214K ﹤0.01% 2113
2025
Q3 		$643K Buy
28,298
+1,458
+5% +$31.6K ﹤0.01% 2514
2025
Q2 		$334K Buy
26,840
+7,765
+41% +$115K ﹤0.01% 2806
2025
Q1 		$281K Buy
19,075
+18,930
+13,055% +$276K ﹤0.01% 2814
2024
Q4 		$1.71K Sell
145
-16,878
-99% -$184K ﹤0.01% 3475
2024
Q3 		$170K Buy
+17,023
New +$186K ﹤0.01% 2893
2023
Q4 		– Sell
-350
Closed -$2.22K – 2942
2023
Q3 		$2.22K Buy
+350
New +$2.52K ﹤0.01% 2797

Other funds holding LQDA

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
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's LQDA Position: Q2 2026 in Review

Creative Planning increased its Liquidia Corp (LQDA) stake by 25% in Q2 2026, buying an estimated $537K and bringing the position to 50,051 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Creative Planning first reported a position in LQDA in Q3 2023 and has held it in 9 quarters since. 337 funds tracked by Wall St. Rank hold LQDA as of Q2 2026.

  • Creative Planning held 50,051 shares of Liquidia Corp worth $3.99M as of Q2 2026.
  • Creative Planning bought 10,020 Liquidia Corp shares in Q2 2026, an estimated $537K.
  • Liquidia Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1575 holding.
  • Creative Planning first reported a position in Liquidia Corp in Q3 2023 and has held it in 9 quarters since.
  • 337 funds tracked by Wall St. Rank held Liquidia Corp as of Q2 2026.

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