Creative Planning
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Creative Planning’s Myriad Genetics MYGN Stock Holding History

Creative Planning’s Portfolio MYGN Stock Details MYGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,000
Closed -$5K – 4281
2014
Q3 		$5K Hold
2,000
– – ﹤0.01% 3300
2014
Q2 		$9K Buy
+2,000
New +$74.4K ﹤0.01% 2934

Other funds holding MYGN

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Creative Planning's MYGN Position: Q3 2026 in Review

Creative Planning increased its Myriad Genetics (MYGN) stake by 94% in Q3 2026, buying an estimated $290K and bringing the position to 142,360 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #3128.

Creative Planning first reported a position in MYGN in Q2 2013 and has held it in 33 quarters since. 61 funds tracked by Wall St. Rank hold MYGN as of Q3 2026.

  • Creative Planning held 142,360 shares of Myriad Genetics worth $614K as of Q3 2026.
  • Creative Planning bought 68,855 Myriad Genetics shares in Q3 2026, an estimated $290K.
  • Myriad Genetics made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3128 holding.
  • Creative Planning first reported a position in Myriad Genetics in Q2 2013 and has held it in 33 quarters since.
  • 61 funds tracked by Wall St. Rank held Myriad Genetics as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.