Creative Planning
ORIC icon

Creative Planning’s Oric Pharmaceuticals ORIC Stock Holding History

Creative Planning’s Portfolio ORIC Stock Details ORIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Buy
16,466
+1,692
+11% +$19.2K ﹤0.01% 3698
2025
Q4 		$121K Sell
14,774
-2,920
-17% -$33.6K ﹤0.01% 3682
2025
Q3 		$212K Buy
17,694
+6,599
+59% +$69.4K ﹤0.01% 3429
2025
Q2 		$113K Buy
+11,095
New +$74.5K ﹤0.01% 3398
2024
Q4 		– Sell
-11,272
Closed -$116K – 3655
2024
Q3 		$116K Buy
+11,272
New +$111K ﹤0.01% 2986

Other funds holding ORIC

NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Creative Planning's ORIC Position: Q1 2026 in Review

Creative Planning increased its Oric Pharmaceuticals (ORIC) stake by 11% in Q1 2026, buying an estimated $19.2K and bringing the position to 16,466 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Creative Planning first reported a position in ORIC in Q3 2024 and has held it in 5 quarters since. The position peaked at $212K in Q3 2025. 182 funds tracked by Wall St. Rank hold ORIC as of Q1 2026.

  • Creative Planning held 16,466 shares of Oric Pharmaceuticals worth $209K as of Q1 2026.
  • Creative Planning bought 1,692 Oric Pharmaceuticals shares in Q1 2026, an estimated $19.2K.
  • Oric Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3698 holding.
  • Creative Planning first reported a position in Oric Pharmaceuticals in Q3 2024 and has held it in 5 quarters since.
  • Creative Planning's Oric Pharmaceuticals position peaked at $212K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Oric Pharmaceuticals as of Q1 2026.

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