Creative Planning
RNAM

Creative Planning’s Avidity Biosciences RNAM Stock Holding History

Creative Planning’s Portfolio RNAM Stock Details RNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-69,135
Closed -$4.99M – 4183
2025
Q4 		$4.99M Buy
69,135
+16,802
+32% +$1.09M ﹤0.01% 1007
2025
Q3 		$2.28M Buy
52,333
+13,073
+33% +$528K ﹤0.01% 1445
2025
Q2 		$1.11M Buy
39,260
+6,599
+20% +$197K ﹤0.01% 1760
2025
Q1 		$964K Buy
32,661
+17,833
+120% +$555K ﹤0.01% 1750
2024
Q4 		$431K Sell
14,828
-8,978
-38% -$375K ﹤0.01% 2363
2024
Q3 		$1.09M Buy
23,806
+10,319
+77% +$448K ﹤0.01% 1451
2024
Q2 		$551K Buy
13,487
+4,190
+45% +$120K ﹤0.01% 1863
2024
Q1 		$237K Buy
+9,297
New +$146K ﹤0.01% 2442
2021
Q2 		– Sell
-15,943
Closed -$348K – 2495
2021
Q1 		$348K Buy
15,943
+1,008
+7% +$24.7K ﹤0.01% 1696
2020
Q4 		$381K Buy
+14,935
New +$436K ﹤0.01% 1469

Other funds holding RNAM

CC
Corsicana & Co Corsicana, Texas $158M AUM

Creative Planning's RNAM Position: Q1 2026 in Review

Creative Planning sold out of Avidity Biosciences (RNAM) in Q1 2026, closing a stake of 69,135 shares — an estimated $4.99M sold.

Creative Planning first reported a position in RNAM in Q4 2020 and held it in 10 quarters. The position peaked at $4.99M in Q4 2025. 1 fund tracked by Wall St. Rank holds RNAM as of Q1 2026.

  • Creative Planning reported no remaining Avidity Biosciences position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 69,135 Avidity Biosciences shares in Q1 2026, an estimated $4.99M.
  • Creative Planning first reported a position in Avidity Biosciences in Q4 2020 and held it in 10 quarters.
  • Creative Planning's Avidity Biosciences position peaked at $4.99M in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Avidity Biosciences as of Q1 2026.

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