Creative Planning
MESO

Creative Planning’s Mesoblast MESO Stock Holding History

Creative Planning’s Portfolio MESO Stock Details MESO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$181K Sell
11,800
-959
-8% -$16K ﹤0.01% 3769
2025
Q4 		$230K Buy
12,759
+425
+3% +$7.31K ﹤0.01% 3444
2025
Q3 		$199K Sell
12,334
-630
-5% -$9.21K ﹤0.01% 3489
2025
Q2 		$141K Buy
+12,964
New +$145K ﹤0.01% 3351
2025
Q1 		– Sell
-24,873
Closed -$492K – 3628
2024
Q4 		$492K Buy
24,873
+6,917
+39% +$76.6K ﹤0.01% 2238
2024
Q3 		$147K Buy
+17,956
New +$122K ﹤0.01% 2936
2023
Q3 		– Sell
-6,353
Closed -$49.7K – 2983
2023
Q2 		$49.7K Buy
+6,353
New +$45.4K ﹤0.01% 2440

Other funds holding MESO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Creative Planning's MESO Position: Q1 2026 in Review

Creative Planning reduced its Mesoblast (MESO) stake by 7.5% in Q1 2026, selling an estimated $16K and leaving 11,800 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #3769.

Creative Planning first reported a position in MESO in Q2 2023 and has held it in 7 quarters since. The position peaked at $492K in Q4 2024. 69 funds tracked by Wall St. Rank hold MESO as of Q1 2026.

  • Creative Planning held 11,800 shares of Mesoblast worth $181K as of Q1 2026.
  • Creative Planning sold 959 Mesoblast shares in Q1 2026, an estimated $16K.
  • Mesoblast made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3769 holding.
  • Creative Planning first reported a position in Mesoblast in Q2 2023 and has held it in 7 quarters since.
  • Creative Planning's Mesoblast position peaked at $492K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Mesoblast as of Q1 2026.

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