Creative Planning
OMDA

Creative Planning’s Omada Health Inc OMDA Stock Holding History

Creative Planning’s Portfolio OMDA Stock Details OMDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$585K Sell
26,645
-17,685
-40% -$282K ﹤0.01% 3077
2026
Q1 		$557K Buy
+44,330
New +$612K ﹤0.01% 2949

Other funds holding OMDA

RCM
Revelation Capital Management Sausalito, California $110M AUM
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's OMDA Position: Q2 2026 in Review

Creative Planning reduced its Omada Health Inc (OMDA) stake by 40% in Q2 2026, selling an estimated $282K and leaving 26,645 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #3077.

Creative Planning first reported a position in OMDA in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold OMDA as of Q2 2026.

  • Creative Planning held 26,645 shares of Omada Health Inc worth $585K as of Q2 2026.
  • Creative Planning sold 17,685 Omada Health Inc shares in Q2 2026, an estimated $282K.
  • Omada Health Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3077 holding.
  • Creative Planning first reported a position in Omada Health Inc in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Omada Health Inc as of Q2 2026.

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