Creative Planning

Creative Planning’s BeOne Medicines Ltd ONC Stock Holding History

Creative Planning’s Portfolio ONC Stock Details ONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.02M	Buy	10,158 +892	+10%	+$289K	﹤0.01%	1570
2025 Q4	$2.82M	Buy	9,266 +315	+4%	+$103K	﹤0.01%	1430
2025 Q3	$3.05M	Buy	8,951 +2,970	+50%	+$902K	﹤0.01%	1209
2025 Q2	$1.45M	Buy	5,981 +2,666	+80%	+$654K	﹤0.01%	1563
2025 Q1	$902K	Buy	3,315 +2,412	+267%	+$564K	﹤0.01%	1790
2024 Q4	$167K	Buy	+903	New	+$184K	﹤0.01%	3027
2018 Q2	–	Sell	-2,503	Closed	-$421K	–	2188
2018 Q1	$421K	Buy	2,503 +3	+0.1%	+$406	﹤0.01%	1165
2017 Q4	$244K	Hold	2,500	–	–	﹤0.01%	1478
2017 Q3	$259K	Buy	2,500 +1,000	+67%	+$74.5K	﹤0.01%	1430
2017 Q2	$68K	Buy	+1,500	New	+$59.1K	﹤0.01%	2280

Other funds holding ONC

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return