Creative Planning’s Lyell Immunopharma LYEL Stock Holding History

Creative Planning’s Portfolio LYEL Stock Details LYEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$242K	Buy	+24,671	New	+$328K	﹤0.01%	3822

Other funds holding LYEL

GSK plc London $497M AUM 35.1% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Creative Planning's LYEL Position: Q3 2026 in Review

Creative Planning opened a new position in Lyell Immunopharma (LYEL) in Q3 2026: 24,671 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #3822 among its holdings.

31 funds tracked by Wall St. Rank hold LYEL as of Q3 2026.

Creative Planning held 24,671 shares of Lyell Immunopharma worth $242K as of Q3 2026.
Lyell Immunopharma was a new Creative Planning position in Q3 2026.
Lyell Immunopharma made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3822 holding.
31 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.