Creative Planning’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Creative Planning’s Portfolio NARI Stock Details NARI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,200	Closed	-$317K	–	3780
2024 Q4	$317K	Buy	+6,200	New	+$305K	﹤0.01%	2617
2024 Q3	–	Sell	-4,735	Closed	-$228K	–	3340
2024 Q2	$228K	Buy	+4,735	New	+$210K	﹤0.01%	2583
2022 Q3	–	Sell	-4,434	Closed	-$301K	–	2467
2022 Q2	$301K	Buy	4,434 +554	+14%	+$39.8K	﹤0.01%	1608
2022 Q1	$352K	Sell	3,880 -400	-9%	-$32.7K	﹤0.01%	1532
2021 Q4	$391K	Sell	4,280 -120	-3%	-$10.3K	﹤0.01%	1453
2021 Q3	$357K	Buy	+4,400	New	+$370K	﹤0.01%	1493

Other funds holding NARI

SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Creative Planning's NARI Position: Q1 2025 in Review

Creative Planning sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 6,200 shares — an estimated $317K sold.

Creative Planning first reported a position in NARI in Q3 2021 and held it in 6 quarters. The position peaked at $391K in Q4 2021. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

Creative Planning reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 6,200 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $317K.
Creative Planning first reported a position in Inari Medical, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Creative Planning's Inari Medical, Inc. Common Stock position peaked at $391K in Q4 2021.
4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.