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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Creative Planning's QURE Position: Q4 2025 in Review

Creative Planning sold out of uniQure (QURE) in Q4 2025, closing a stake of 4,735 shares — an estimated $276K sold.

Creative Planning first reported a position in QURE in Q3 2015 and held it in 14 quarters. The position peaked at $1.22M in Q3 2019. 226 funds tracked by Wall St. Rank hold QURE as of Q4 2025.

Creative Planning reported no remaining uniQure position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 4,735 uniQure shares in Q4 2025, an estimated $276K.
Creative Planning first reported a position in uniQure in Q3 2015 and held it in 14 quarters.
Creative Planning's uniQure position peaked at $1.22M in Q3 2019.
226 funds tracked by Wall St. Rank held uniQure as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.