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 Q2	$178K	Buy	13,164 +1,364	+12%	+$20.3K	﹤0.01%	3909
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

FFA

Fi3 Financial Advisors Indianapolis, Indiana $418M AUM 35.26% 1-Year Est. Return

Creative Planning's MESO Position: Q2 2026 in Review

Creative Planning increased its Mesoblast (MESO) stake by 12% in Q2 2026, buying an estimated $20.3K and bringing the position to 13,164 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

Creative Planning first reported a position in MESO in Q2 2023 and has held it in 8 quarters since. The position peaked at $492K in Q4 2024. 72 funds tracked by Wall St. Rank hold MESO as of Q2 2026.

Creative Planning held 13,164 shares of Mesoblast worth $178K as of Q2 2026.
Creative Planning bought 1,364 Mesoblast shares in Q2 2026, an estimated $20.3K.
Mesoblast made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3909 holding.
Creative Planning first reported a position in Mesoblast in Q2 2023 and has held it in 8 quarters since.
Creative Planning's Mesoblast position peaked at $492K in Q4 2024.
72 funds tracked by Wall St. Rank held Mesoblast as of Q2 2026.

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