Creative Planning
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Creative Planning’s Pacific Biosciences PACB Stock Holding History

Creative Planning’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$543K Sell
322,990
-4,370
-1% -$6.35K ﹤0.01% 3126
2026
Q1 		$432K Sell
327,360
-192,366
-37% -$344K ﹤0.01% 3143
2025
Q4 		$972K Buy
519,726
+200,876
+63% +$386K ﹤0.01% 2309
2025
Q3 		$408K Buy
318,850
+143,160
+81% +$194K ﹤0.01% 2896
2025
Q2 		$218K Buy
175,690
+124,893
+246% +$144K ﹤0.01% 3158
2025
Q1 		$59.9K Sell
50,797
-46,019
-48% -$70.6K ﹤0.01% 3323
2024
Q4 		$177K Buy
96,816
+64,407
+199% +$126K ﹤0.01% 3007
2024
Q3 		$55.1K Buy
32,409
+7,629
+31% +$12.5K ﹤0.01% 3087
2024
Q2 		$33.9K Buy
+24,780
New +$50K ﹤0.01% 2951
2023
Q4 		– Sell
-200
Closed -$1.67K – 2994
2023
Q3 		$1.67K Buy
+200
New +$2.29K ﹤0.01% 2815
2021
Q2 		– Sell
-10,424
Closed -$347K – 2446
2021
Q1 		$347K Buy
+10,424
New +$365K ﹤0.01% 1697
2017
Q3 		– Sell
-6,950
Closed -$25K – 3152
2017
Q2 		$25K Sell
6,950
-11,000
-61% -$44.4K ﹤0.01% 3026
2017
Q1 		$93K Buy
17,950
+3,000
+20% +$14.7K ﹤0.01% 2012
2016
Q4 		$57K Buy
14,950
+1,817
+14% +$13.2K ﹤0.01% 2293
2016
Q3 		$118K Buy
13,133
+3,533
+37% +$29.5K ﹤0.01% 1733
2016
Q2 		$68K Sell
9,600
-1,000
-9% -$9.13K ﹤0.01% 1933
2016
Q1 		$90K Sell
10,600
-300
-3% -$2.95K ﹤0.01% 1702
2015
Q4 		$143K Buy
10,900
+9,600
+738% +$86.1K ﹤0.01% 1421
2015
Q3 		$5K Buy
+1,300
New +$6.36K ﹤0.01% 3625
2015
Q2 		– Sell
-1,310
Closed -$8K – 2419
2015
Q1 		$8K Sell
1,310
-200
-13% -$1.38K ﹤0.01% 3318
2014
Q4 		$12K Buy
1,510
+400
+36% +$2.56K ﹤0.01% 3014
2014
Q3 		$5K Hold
1,110
– – ﹤0.01% 3303
2014
Q2 		$7K Hold
1,110
– – ﹤0.01% 3054
2014
Q1 		$6K Buy
1,110
+10
+0.9% +$63 ﹤0.01% 3004
2013
Q4 		$6K Buy
1,100
+1,000
+1,000% +$4.59K ﹤0.01% 2777
2013
Q3 		$1K Hold
100
– – ﹤0.01% 3105
2013
Q2 		$0 Buy
+100
New +$249 ﹤0.01% 3103

Other funds holding PACB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's PACB Position: Q2 2026 in Review

Creative Planning reduced its Pacific Biosciences (PACB) stake by 1.3% in Q2 2026, selling an estimated $6.35K and leaving 322,990 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Creative Planning first reported a position in PACB in Q2 2013 and has held it in 27 quarters since. The position peaked at $972K in Q4 2025. 223 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • Creative Planning held 322,990 shares of Pacific Biosciences worth $543K as of Q2 2026.
  • Creative Planning sold 4,370 Pacific Biosciences shares in Q2 2026, an estimated $6.35K.
  • Pacific Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3126 holding.
  • Creative Planning first reported a position in Pacific Biosciences in Q2 2013 and has held it in 27 quarters since.
  • Creative Planning's Pacific Biosciences position peaked at $972K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

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