Creative Planning
PVLA

Creative Planning’s Palvella Therapeutics PVLA Stock Holding History

Creative Planning’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$631K Sell
4,127
-266
-6% -$32.3K ﹤0.01% 3005
2026
Q1 		$548K Buy
4,393
+1,430
+48% +$149K ﹤0.01% 2964
2025
Q4 		$310K Buy
+2,963
New +$253K ﹤0.01% 3213
2020
Q4 		– Sell
-875
Closed -$145K – 2482
2020
Q3 		$145K Buy
875
+125
+17% +$28.5K ﹤0.01% 1767
2020
Q2 		$186K Sell
750
-375
-33% -$87.7K ﹤0.01% 1548
2020
Q1 		$205K Sell
1,125
-10
-0.9% -$2.52K ﹤0.01% 1382
2019
Q4 		$329K Sell
1,135
-62
-5% -$17.2K ﹤0.01% 1354
2019
Q3 		$327K Buy
1,197
+87
+8% +$33.7K ﹤0.01% 1310
2019
Q2 		$417K Sell
1,110
-7
-0.6% -$2.09K ﹤0.01% 1176
2019
Q1 		$299K Buy
1,117
+4
+0.4% +$950 ﹤0.01% 1327
2018
Q4 		$237K Hold
1,113
– – ﹤0.01% 1376
2018
Q3 		$499K Hold
1,113
– – ﹤0.01% 1079
2018
Q2 		$451K Buy
1,113
+63
+6% +$30K ﹤0.01% 1124
2018
Q1 		$573K Buy
1,050
+75
+8% +$46.4K ﹤0.01% 1013
2017
Q4 		$589K Buy
975
+150
+18% +$69.7K ﹤0.01% 980
2017
Q3 		$380K Buy
825
+12
+1% +$5.12K ﹤0.01% 1188
2017
Q2 		$329K Buy
813
+63
+8% +$18.4K ﹤0.01% 1236
2017
Q1 		$156K Buy
750
+171
+30% +$30.3K ﹤0.01% 1651
2016
Q4 		$65K Buy
579
+329
+132% +$40.7K ﹤0.01% 2186
2016
Q3 		$37K Buy
250
+187
+297% +$24.9K ﹤0.01% 2602
2016
Q2 		$8K Hold
63
– – ﹤0.01% 3410
2016
Q1 		$10K Buy
+63
New +$8.86K ﹤0.01% 3246

Other funds holding PVLA

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Creative Planning's PVLA Position: Q2 2026 in Review

Creative Planning reduced its Palvella Therapeutics (PVLA) stake by 6.1% in Q2 2026, selling an estimated $32.3K and leaving 4,127 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Creative Planning first reported a position in PVLA in Q1 2016 and has held it in 22 quarters since. 197 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • Creative Planning held 4,127 shares of Palvella Therapeutics worth $631K as of Q2 2026.
  • Creative Planning sold 266 Palvella Therapeutics shares in Q2 2026, an estimated $32.3K.
  • Palvella Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3005 holding.
  • Creative Planning first reported a position in Palvella Therapeutics in Q1 2016 and has held it in 22 quarters since.
  • 197 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

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