Creative Planning
OLMA icon

Creative Planning’s Olema Pharmaceuticals OLMA Stock Holding History

Creative Planning’s Portfolio OLMA Stock Details OLMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Sell
70,263
-1,971
-3% -$26.4K ﹤0.01% 2750
2026
Q1 		$1.08M Buy
72,234
+7,580
+12% +$169K ﹤0.01% 2392
2025
Q4 		$1.62M Buy
64,654
+9,344
+17% +$166K ﹤0.01% 1892
2025
Q3 		$541K Buy
55,310
+35,789
+183% +$215K ﹤0.01% 2645
2025
Q2 		$83.2K Buy
+19,521
New +$87K ﹤0.01% 3455

Other funds holding OLMA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

Creative Planning's OLMA Position: Q2 2026 in Review

Creative Planning reduced its Olema Pharmaceuticals (OLMA) stake by 2.7% in Q2 2026, selling an estimated $26.4K and leaving 70,263 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Creative Planning first reported a position in OLMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2025. 186 funds tracked by Wall St. Rank hold OLMA as of Q2 2026.

  • Creative Planning held 70,263 shares of Olema Pharmaceuticals worth $879K as of Q2 2026.
  • Creative Planning sold 1,971 Olema Pharmaceuticals shares in Q2 2026, an estimated $26.4K.
  • Olema Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2750 holding.
  • Creative Planning first reported a position in Olema Pharmaceuticals in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Olema Pharmaceuticals position peaked at $1.62M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q2 2026.

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