Creative Planning

Creative Planning’s uniQure QURE Stock Holding History

Creative Planning’s Portfolio QURE Stock Details QURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,735	Closed	-$276K	–	4069
2025 Q3	$276K	Buy	+4,735	New	+$86K	﹤0.01%	3213
2021 Q2	–	Sell	-6,580	Closed	-$222K	–	2485
2021 Q1	$222K	Sell	6,580 -5,144	-44%	-$184K	﹤0.01%	2018
2020 Q4	$424K	Buy	+11,724	New	+$495K	﹤0.01%	1413
2019 Q4	–	Sell	-31,000	Closed	-$1.22M	–	2089
2019 Q3	$1.22M	Buy	+31,000	New	+$1.79M	﹤0.01%	673
2018 Q2	–	Sell	-20,000	Closed	-$470K	–	2156
2018 Q1	$470K	Buy	+20,000	New	+$436K	﹤0.01%	1118
2017 Q4	–	Sell	-29,595	Closed	-$284K	–	1991
2017 Q3	$284K	Hold	29,595	–	–	﹤0.01%	1362
2017 Q2	$183K	Hold	29,595	–	–	﹤0.01%	1572
2017 Q1	$171K	Hold	29,595	–	–	﹤0.01%	1587
2016 Q4	$166K	Buy	29,595 +17,600	+147%	+$118K	﹤0.01%	1513
2016 Q3	$92K	Hold	11,995	–	–	﹤0.01%	1903
2016 Q2	$88K	Sell	11,995 -12,500	-51%	-$150K	﹤0.01%	1753
2016 Q1	$291K	Buy	24,495 +4,000	+20%	+$59.1K	﹤0.01%	1011
2015 Q4	$339K	Buy	20,495 +9,215	+82%	+$171K	﹤0.01%	933
2015 Q3	$231K	Buy	+11,280	New	+$297K	﹤0.01%	1117

Other funds holding QURE

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return