Creative Planning
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Creative Planning’s Nuvation Bio NUVB Stock Holding History

Creative Planning’s Portfolio NUVB Stock Details NUVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$600K Buy
105,583
+4,159
+4% +$20.3K ﹤0.01% 3059
2026
Q1 		$435K Sell
101,424
-6,290
-6% -$35K ﹤0.01% 3135
2025
Q4 		$965K Buy
107,714
+38,177
+55% +$236K ﹤0.01% 2314
2025
Q3 		$257K Buy
69,537
+30,249
+77% +$82.4K ﹤0.01% 3273
2025
Q2 		$76.6K Buy
39,288
+28,585
+267% +$59.5K ﹤0.01% 3463
2025
Q1 		$18.8K Buy
10,703
+10,065
+1,578% +$22.9K ﹤0.01% 3407
2024
Q4 		$1.7K Sell
638
-12,002
-95% -$30.9K ﹤0.01% 3476
2024
Q3 		$28.9K Sell
12,640
-9,537
-43% -$29.1K ﹤0.01% 3131
2024
Q2 		$64.8K Buy
+22,177
New +$67.7K ﹤0.01% 2900
2023
Q1 		– Sell
-19,328
Closed -$37.1K – 2730
2022
Q4 		$37.1K Buy
19,328
+7,249
+60% +$14.7K ﹤0.01% 2262
2022
Q3 		$27K Hold
12,079
– – ﹤0.01% 2168
2022
Q2 		$39K Hold
12,079
– – ﹤0.01% 2084
2022
Q1 		$64K Hold
12,079
– – ﹤0.01% 2034
2021
Q4 		$103K Sell
12,079
-821
-6% -$7.55K ﹤0.01% 1951
2021
Q3 		$128K Buy
+12,900
New +$117K ﹤0.01% 1918
2021
Q2 		– Sell
-12,900
Closed -$135K – 2424
2021
Q1 		$135K Buy
+12,900
New +$144K ﹤0.01% 2187

Other funds holding NUVB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OFM
Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's NUVB Position: Q2 2026 in Review

Creative Planning increased its Nuvation Bio (NUVB) stake by 4.1% in Q2 2026, buying an estimated $20.3K and bringing the position to 105,583 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Creative Planning first reported a position in NUVB in Q1 2021 and has held it in 16 quarters since. The position peaked at $965K in Q4 2025. 244 funds tracked by Wall St. Rank hold NUVB as of Q2 2026.

  • Creative Planning held 105,583 shares of Nuvation Bio worth $600K as of Q2 2026.
  • Creative Planning bought 4,159 Nuvation Bio shares in Q2 2026, an estimated $20.3K.
  • Nuvation Bio made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3059 holding.
  • Creative Planning first reported a position in Nuvation Bio in Q1 2021 and has held it in 16 quarters since.
  • Creative Planning's Nuvation Bio position peaked at $965K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Nuvation Bio as of Q2 2026.

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