Creative Planning
OMER icon

Creative Planning’s Omeros OMER Stock Holding History

Creative Planning’s Portfolio OMER Stock Details OMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
23,282
+2,235
+11% +$26.6K ﹤0.01% 3810
2026
Q1 		$222K Buy
21,047
+4,131
+24% +$48.7K ﹤0.01% 3659
2025
Q4 		$291K Buy
+16,916
New +$146K ﹤0.01% 3264
2022
Q4 		– Sell
-11,270
Closed -$36K – 2573
2022
Q3 		$36K Hold
11,270
– – ﹤0.01% 2138
2022
Q2 		$31K Hold
11,270
– – ﹤0.01% 2098
2022
Q1 		$68K Hold
11,270
– – ﹤0.01% 2029
2021
Q4 		$72K Buy
+11,270
New +$81.7K ﹤0.01% 1977
2020
Q3 		– Sell
-16,175
Closed -$238K – 2233
2020
Q2 		$238K Buy
+16,175
New +$241K ﹤0.01% 1437
2017
Q3 		– Sell
-4,970
Closed -$99K – 3131
2017
Q2 		$99K Buy
4,970
+2,000
+67% +$34.9K ﹤0.01% 2003
2017
Q1 		$45K Sell
2,970
-1,400
-32% -$15.3K ﹤0.01% 2554
2016
Q4 		$43K Buy
4,370
+1,525
+54% +$15.6K ﹤0.01% 2516
2016
Q3 		$32K Hold
2,845
– – ﹤0.01% 2698
2016
Q2 		$30K Sell
2,845
-17,000
-86% -$209K ﹤0.01% 2496
2016
Q1 		$304K Buy
19,845
+17,000
+598% +$207K ﹤0.01% 994
2015
Q4 		$45K Hold
2,845
– – ﹤0.01% 2193
2015
Q3 		$31K Buy
+2,845
New +$44.3K ﹤0.01% 2403
2015
Q2 		– Sell
-1,700
Closed -$37K – 2399
2015
Q1 		$37K Hold
1,700
– – ﹤0.01% 2234
2014
Q4 		$42K Hold
1,700
– – ﹤0.01% 2125
2014
Q3 		$22K Buy
+1,700
New +$23.8K ﹤0.01% 2485
2014
Q2 		– Sell
-59,935
Closed -$723K – 3910
2014
Q1 		$723K Buy
+59,935
New +$736K 0.01% 484

Other funds holding OMER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's OMER Position: Q2 2026 in Review

Creative Planning increased its Omeros (OMER) stake by 11% in Q2 2026, buying an estimated $26.6K and bringing the position to 23,282 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3810.

Creative Planning first reported a position in OMER in Q1 2014 and has held it in 20 quarters since. The position peaked at $723K in Q1 2014. 171 funds tracked by Wall St. Rank hold OMER as of Q2 2026.

  • Creative Planning held 23,282 shares of Omeros worth $221K as of Q2 2026.
  • Creative Planning bought 2,235 Omeros shares in Q2 2026, an estimated $26.6K.
  • Omeros made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3810 holding.
  • Creative Planning first reported a position in Omeros in Q1 2014 and has held it in 20 quarters since.
  • Creative Planning's Omeros position peaked at $723K in Q1 2014.
  • 171 funds tracked by Wall St. Rank held Omeros as of Q2 2026.

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