Creative Planning’s Milestone Pharmaceuticals MIST Stock Holding History

Creative Planning’s Portfolio MIST Stock Details MIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16K	Sell	13,410 -10,000	-43%	-$17.5K	﹤0.01%	4055
2025 Q4	$47.3K	Hold	23,410	–	–	﹤0.01%	3808
2025 Q3	$46.8K	Hold	23,410	–	–	﹤0.01%	3761
2025 Q2	$45.4K	Buy	23,410 +10,000	+75%	+$13.3K	﹤0.01%	3531
2025 Q1	$10.7K	Sell	13,410 -770	-5%	-$1.53K	﹤0.01%	3422
2024 Q4	$33.5K	Buy	14,180 +1,100	+8%	+$1.89K	﹤0.01%	3292
2024 Q3	$19.9K	Hold	13,080	–	–	﹤0.01%	3152
2024 Q2	$17.3K	Hold	13,080	–	–	﹤0.01%	2992
2024 Q1	$23.4K	Hold	13,080	–	–	﹤0.01%	2828
2023 Q4	$21.8K	Hold	13,080	–	–	﹤0.01%	2693
2023 Q3	$40.5K	Hold	13,080	–	–	﹤0.01%	2505
2023 Q2	$37.3K	Hold	13,080	–	–	﹤0.01%	2465
2023 Q1	$51.5K	Hold	13,080	–	–	﹤0.01%	2340
2022 Q4	$51.8K	Buy	+13,080	New	+$68.9K	﹤0.01%	2224

Other funds holding MIST

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

PBM

Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

LPC

Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

Creative Planning's MIST Position: Q1 2026 in Review

Creative Planning reduced its Milestone Pharmaceuticals (MIST) stake by 43% in Q1 2026, selling an estimated $17.5K and leaving 13,410 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #4055.

Creative Planning first reported a position in MIST in Q4 2022 and has held it in 14 quarters since. The position peaked at $51.8K in Q4 2022. 86 funds tracked by Wall St. Rank hold MIST as of Q1 2026.

Creative Planning held 13,410 shares of Milestone Pharmaceuticals worth $16K as of Q1 2026.
Creative Planning sold 10,000 Milestone Pharmaceuticals shares in Q1 2026, an estimated $17.5K.
Milestone Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4055 holding.
Creative Planning first reported a position in Milestone Pharmaceuticals in Q4 2022 and has held it in 14 quarters since.
Creative Planning's Milestone Pharmaceuticals position peaked at $51.8K in Q4 2022.
86 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q1 2026.

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