Creative Planning
QDEL icon

Creative Planning’s QuidelOrtho QDEL Stock Holding History

Creative Planning’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$600K Buy
36,491
+15,932
+77% +$391K ﹤0.01% 2881
2025
Q4 		$587K Sell
20,559
-8,036
-28% -$218K ﹤0.01% 2696
2025
Q3 		$842K Buy
28,595
+21,032
+278% +$575K ﹤0.01% 2281
2025
Q2 		$218K Sell
7,563
-182
-2% -$5.38K ﹤0.01% 3157
2025
Q1 		$271K Sell
7,745
-1,080
-12% -$44.1K ﹤0.01% 2846
2024
Q4 		$393K Sell
8,825
-1,615
-15% -$66.1K ﹤0.01% 2452
2024
Q3 		$476K Buy
+10,440
New +$422K ﹤0.01% 2156
2021
Q4 		– Sell
-1,791
Closed -$253K – 2198
2021
Q3 		$253K Buy
+1,791
New +$241K ﹤0.01% 1702
2021
Q2 		– Sell
-15,247
Closed -$1.95M – 2479
2021
Q1 		$1.95M Buy
15,247
+781
+5% +$144K ﹤0.01% 738
2020
Q4 		$2.6M Buy
14,466
+4,970
+52% +$1.1M 0.01% 572
2020
Q3 		$2.08M Buy
9,496
+1,811
+24% +$404K 0.01% 552
2020
Q2 		$1.72M Buy
+7,685
New +$1.2M 0.01% 551
2016
Q4 		– Sell
-162
Closed -$4K – 4786
2016
Q3 		$4K Buy
+162
New +$3.46K ﹤0.01% 3992
2016
Q2 		– Sell
-50
Closed -$1K – 4480
2016
Q1 		$1K Buy
+50
New +$837 ﹤0.01% 4159
2013
Q4 		– Sell
-33
Closed -$1K – 3443
2013
Q3 		$1K Hold
33
– – ﹤0.01% 3110
2013
Q2 		$1K Buy
+33
New +$773 ﹤0.01% 2964

Other funds holding QDEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's QDEL Position: Q1 2026 in Review

Creative Planning increased its QuidelOrtho (QDEL) stake by 77% in Q1 2026, buying an estimated $391K and bringing the position to 36,491 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Creative Planning first reported a position in QDEL in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.6M in Q4 2020. 237 funds tracked by Wall St. Rank hold QDEL as of Q1 2026.

  • Creative Planning held 36,491 shares of QuidelOrtho worth $600K as of Q1 2026.
  • Creative Planning bought 15,932 QuidelOrtho shares in Q1 2026, an estimated $391K.
  • QuidelOrtho made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2881 holding.
  • Creative Planning first reported a position in QuidelOrtho in Q2 2013 and has held it in 16 quarters since.
  • Creative Planning's QuidelOrtho position peaked at $2.6M in Q4 2020.
  • 237 funds tracked by Wall St. Rank held QuidelOrtho as of Q1 2026.

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