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
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 $5.72T AUM 30.48% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's OMER Position: Q1 2026 in Review

Creative Planning increased its Omeros (OMER) stake by 24% in Q1 2026, buying an estimated $48.7K and bringing the position to 21,047 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

Creative Planning first reported a position in OMER in Q1 2014 and has held it in 19 quarters since. The position peaked at $723K in Q1 2014. 161 funds tracked by Wall St. Rank hold OMER as of Q1 2026.

  • Creative Planning held 21,047 shares of Omeros worth $222K as of Q1 2026.
  • Creative Planning bought 4,131 Omeros shares in Q1 2026, an estimated $48.7K.
  • Omeros made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3659 holding.
  • Creative Planning first reported a position in Omeros in Q1 2014 and has held it in 19 quarters since.
  • Creative Planning's Omeros position peaked at $723K in Q1 2014.
  • 161 funds tracked by Wall St. Rank held Omeros as of Q1 2026.

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