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
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

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's PACB Position: Q1 2026 in Review

Creative Planning reduced its Pacific Biosciences (PACB) stake by 37% in Q1 2026, selling an estimated $344K and leaving 327,360 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Creative Planning first reported a position in PACB in Q2 2013 and has held it in 26 quarters since. The position peaked at $972K in Q4 2025. 229 funds tracked by Wall St. Rank hold PACB as of Q1 2026.

  • Creative Planning held 327,360 shares of Pacific Biosciences worth $432K as of Q1 2026.
  • Creative Planning sold 192,366 Pacific Biosciences shares in Q1 2026, an estimated $344K.
  • Pacific Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3143 holding.
  • Creative Planning first reported a position in Pacific Biosciences in Q2 2013 and has held it in 26 quarters since.
  • Creative Planning's Pacific Biosciences position peaked at $972K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2026.

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