Creative Planning
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Creative Planning’s Syndax Pharmaceuticals SNDX Stock Holding History

Creative Planning’s Portfolio SNDX Stock Details SNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$512K Sell
23,415
-8,487
-27% -$176K ﹤0.01% 3162
2026
Q1 		$745K Buy
31,902
+7,191
+29% +$156K ﹤0.01% 2704
2025
Q4 		$519K Buy
24,711
+6,741
+38% +$118K ﹤0.01% 2810
2025
Q3 		$276K Buy
17,970
+2,526
+16% +$33.1K ﹤0.01% 3212
2025
Q2 		$145K Sell
15,444
-26,082
-63% -$287K ﹤0.01% 3341
2025
Q1 		$510K Buy
41,526
+27,051
+187% +$382K ﹤0.01% 2265
2024
Q4 		$191K Sell
14,475
-2,023
-12% -$34.6K ﹤0.01% 2984
2024
Q3 		$318K Sell
16,498
-1,930
-10% -$39.9K ﹤0.01% 2473
2024
Q2 		$378K Buy
18,428
+3,962
+27% +$82.9K ﹤0.01% 2174
2024
Q1 		$344K Buy
14,466
+3,137
+28% +$70K ﹤0.01% 2134
2023
Q4 		$245K Buy
+11,329
New +$174K ﹤0.01% 2253
2017
Q3 		– Sell
-2,000
Closed -$28K – 3440
2017
Q2 		$28K Hold
2,000
– – ﹤0.01% 2940
2017
Q1 		$27K Buy
+2,000
New +$20.8K ﹤0.01% 2922

Other funds holding SNDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Creative Planning's SNDX Position: Q2 2026 in Review

Creative Planning reduced its Syndax Pharmaceuticals (SNDX) stake by 27% in Q2 2026, selling an estimated $176K and leaving 23,415 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #3162.

Creative Planning first reported a position in SNDX in Q1 2017 and has held it in 13 quarters since. The position peaked at $745K in Q1 2026. 243 funds tracked by Wall St. Rank hold SNDX as of Q2 2026.

  • Creative Planning held 23,415 shares of Syndax Pharmaceuticals worth $512K as of Q2 2026.
  • Creative Planning sold 8,487 Syndax Pharmaceuticals shares in Q2 2026, an estimated $176K.
  • Syndax Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3162 holding.
  • Creative Planning first reported a position in Syndax Pharmaceuticals in Q1 2017 and has held it in 13 quarters since.
  • Creative Planning's Syndax Pharmaceuticals position peaked at $745K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Syndax Pharmaceuticals as of Q2 2026.

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