Creative Planning’s Myomo MYO Stock Holding History

Creative Planning’s Portfolio MYO Stock Details MYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,814	Closed	-$10.8K	–	4164
2025 Q4	$10.8K	Buy	+11,814	New	+$11.3K	﹤0.01%	3871

Other funds holding MYO

Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's MYO Position: Q1 2026 in Review

Creative Planning sold out of Myomo (MYO) in Q1 2026, closing a stake of 11,814 shares — an estimated $10.8K sold.

Creative Planning first reported a position in MYO in Q4 2025 and held it in 1 quarter. The position peaked at $10.8K in Q4 2025. 80 funds tracked by Wall St. Rank hold MYO as of Q1 2026.

Creative Planning reported no remaining Myomo position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 11,814 Myomo shares in Q1 2026, an estimated $10.8K.
Creative Planning first reported a position in Myomo in Q4 2025 and held it in 1 quarter.
Creative Planning's Myomo position peaked at $10.8K in Q4 2025.
80 funds tracked by Wall St. Rank held Myomo as of Q1 2026.

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