Creative Planning
MXCT icon

Creative Planning’s MaxCyte MXCT Stock Holding History

Creative Planning’s Portfolio MXCT Stock Details MXCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.71K Buy
+10,971
New +$10.2K ﹤0.01% 4079
2025
Q1 		– Sell
-348
Closed -$1.45K – 3641
2024
Q4 		$1.45K Sell
348
-28,304
-99% -$107K ﹤0.01% 3494
2024
Q3 		$111K Buy
28,652
+7,212
+34% +$30.4K ﹤0.01% 2996
2024
Q2 		$84K Buy
+21,440
New +$92.2K ﹤0.01% 2874

Other funds holding MXCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Brooklands Fund Management London, United Kingdom $88.9M AUM

Creative Planning's MXCT Position: Q1 2026 in Review

Creative Planning opened a new position in MaxCyte (MXCT) in Q1 2026: 10,971 shares worth $7.71K. The stake represents ﹤0.01% of the portfolio and ranks #4079 among its holdings. This is a return to the name: Creative Planning previously reported a position in MXCT as recently as Q4 2024.

Creative Planning first reported a position in MXCT in Q2 2024 and has held it in 4 quarters since. The position peaked at $111K in Q3 2024. 130 funds tracked by Wall St. Rank hold MXCT as of Q1 2026.

  • Creative Planning held 10,971 shares of MaxCyte worth $7.71K as of Q1 2026.
  • MaxCyte was a new Creative Planning position in Q1 2026.
  • MaxCyte made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4079 holding.
  • Creative Planning first reported a position in MaxCyte in Q2 2024 and has held it in 4 quarters since.
  • Creative Planning's MaxCyte position peaked at $111K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held MaxCyte as of Q1 2026.

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