Creative Planning
OVID icon

Creative Planning’s Ovid Therapeutics OVID Stock Holding History

Creative Planning’s Portfolio OVID Stock Details OVID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.5K Buy
+20,998
New +$54.2K ﹤0.01% 4108
2021
Q4 		– Sell
-14,932
Closed -$50K – 2181
2021
Q3 		$50K Sell
14,932
-100
-0.7% -$365 ﹤0.01% 1994
2021
Q2 		$59K Sell
15,032
-50
-0.3% -$197 ﹤0.01% 1926
2021
Q1 		$61K Buy
15,082
+100
+0.7% +$332 ﹤0.01% 2326
2020
Q4 		$35K Hold
14,982
– – ﹤0.01% 2136
2020
Q3 		$86K Sell
14,982
-2,250
-13% -$15.1K ﹤0.01% 1847
2020
Q2 		$127K Buy
17,232
+1,700
+11% +$7.95K ﹤0.01% 1623
2020
Q1 		$46K Hold
15,532
– – ﹤0.01% 1644
2019
Q4 		$64K Buy
15,532
+600
+4% +$1.9K ﹤0.01% 1797
2019
Q3 		$48K Hold
14,932
– – ﹤0.01% 1792
2019
Q2 		$28K Hold
14,932
– – ﹤0.01% 1864
2019
Q1 		$26K Hold
14,932
– – ﹤0.01% 1826
2018
Q4 		$36K Hold
14,932
– – ﹤0.01% 1747
2018
Q3 		$85K Hold
14,932
– – ﹤0.01% 1815
2018
Q2 		$116K Hold
14,932
– – ﹤0.01% 1744
2018
Q1 		$106K Buy
+14,932
New +$121K ﹤0.01% 1740

Other funds holding OVID

JT
Jupiter Topco New York $245B AUM
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Creative Planning's OVID Position: Q2 2026 in Review

Creative Planning opened a new position in Ovid Therapeutics (OVID) in Q2 2026: 20,998 shares worth $56.5K. The stake represents ﹤0.01% of the portfolio and ranks #4108 among its holdings. This is a return to the name: Creative Planning previously reported a position in OVID as recently as Q3 2021.

Creative Planning first reported a position in OVID in Q1 2018 and has held it in 16 quarters since. The position peaked at $127K in Q2 2020. 131 funds tracked by Wall St. Rank hold OVID as of Q2 2026.

  • Creative Planning held 20,998 shares of Ovid Therapeutics worth $56.5K as of Q2 2026.
  • Ovid Therapeutics was a new Creative Planning position in Q2 2026.
  • Ovid Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4108 holding.
  • Creative Planning first reported a position in Ovid Therapeutics in Q1 2018 and has held it in 16 quarters since.
  • Creative Planning's Ovid Therapeutics position peaked at $127K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held Ovid Therapeutics as of Q2 2026.

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