Creative Planning
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Creative Planning’s Orchestra BioMed OBIO Stock Holding History

Creative Planning’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,290
Closed -$67.6K – 4171
2025
Q4 		$67.6K Sell
16,290
-811
-5% -$3.27K ﹤0.01% 3767
2025
Q3 		$42.4K Buy
17,101
+2,101
+14% +$5.8K ﹤0.01% 3774
2025
Q2 		$40.2K Buy
+15,000
New +$43.8K ﹤0.01% 3538

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's OBIO Position: Q1 2026 in Review

Creative Planning sold out of Orchestra BioMed (OBIO) in Q1 2026, closing a stake of 16,290 shares — an estimated $67.6K sold.

Creative Planning first reported a position in OBIO in Q2 2025 and held it in 3 quarters. The position peaked at $67.6K in Q4 2025. 65 funds tracked by Wall St. Rank hold OBIO as of Q1 2026.

  • Creative Planning reported no remaining Orchestra BioMed position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 16,290 Orchestra BioMed shares in Q1 2026, an estimated $67.6K.
  • Creative Planning first reported a position in Orchestra BioMed in Q2 2025 and held it in 3 quarters.
  • Creative Planning's Orchestra BioMed position peaked at $67.6K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Orchestra BioMed as of Q1 2026.

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