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 Q2	$17.5K	Sell	13,080 -330	-2%	-$528	﹤0.01%	4203
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

PCM

Pavaki Capital Management Pueblo, Colorado $287M AUM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

PBM

Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

SAM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

KCM

Kalehua Capital Management Dallas, Texas $174M AUM

LPC

Lion Point Capital New York $20.9M AUM 195.52% 1-Year Est. Return

Creative Planning's MIST Position: Q2 2026 in Review

Creative Planning reduced its Milestone Pharmaceuticals (MIST) stake by 2.5% in Q2 2026, selling an estimated $528 and leaving 13,080 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4203.

Creative Planning first reported a position in MIST in Q4 2022 and has held it in 15 quarters since. The position peaked at $51.8K in Q4 2022. 78 funds tracked by Wall St. Rank hold MIST as of Q2 2026.

Creative Planning held 13,080 shares of Milestone Pharmaceuticals worth $17.5K as of Q2 2026.
Creative Planning sold 330 Milestone Pharmaceuticals shares in Q2 2026, an estimated $528.
Milestone Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4203 holding.
Creative Planning first reported a position in Milestone Pharmaceuticals in Q4 2022 and has held it in 15 quarters since.
Creative Planning's Milestone Pharmaceuticals position peaked at $51.8K in Q4 2022.
78 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q2 2026.

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