Creative Planning
SRTA

Creative Planning’s Strata Critical Medical Inc SRTA Stock Holding History

Creative Planning’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$520K Buy
98,725
+38,403
+64% +$202K ﹤0.01% 3150
2026
Q1 		$252K Buy
60,322
+40,281
+201% +$194K ﹤0.01% 3557
2025
Q4 		$96.4K Buy
+20,041
New +$96.9K ﹤0.01% 3720
2023
Q4 		– Sell
-10,936
Closed -$28.3K – 2786
2023
Q3 		$28.3K Sell
10,936
-100
-0.9% -$351 ﹤0.01% 2552
2023
Q2 		$43.5K Sell
11,036
-5,764
-34% -$18.3K ﹤0.01% 2450
2023
Q1 		$56.8K Sell
16,800
-905
-5% -$3.69K ﹤0.01% 2333
2022
Q4 		$63.4K Sell
17,705
-515
-3% -$2.2K ﹤0.01% 2201
2022
Q3 		$73K Hold
18,220
– – ﹤0.01% 2078
2022
Q2 		$81K Buy
+18,220
New +$131K ﹤0.01% 1996
2021
Q2 		– Sell
-11,025
Closed -$113K – 2124
2021
Q1 		$113K Buy
+11,025
New +$153K ﹤0.01% 2227

Other funds holding SRTA

TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's SRTA Position: Q2 2026 in Review

Creative Planning increased its Strata Critical Medical Inc (SRTA) stake by 64% in Q2 2026, buying an estimated $202K and bringing the position to 98,725 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

Creative Planning first reported a position in SRTA in Q1 2021 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold SRTA as of Q2 2026.

  • Creative Planning held 98,725 shares of Strata Critical Medical Inc worth $520K as of Q2 2026.
  • Creative Planning bought 38,403 Strata Critical Medical Inc shares in Q2 2026, an estimated $202K.
  • Strata Critical Medical Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3150 holding.
  • Creative Planning first reported a position in Strata Critical Medical Inc in Q1 2021 and has held it in 10 quarters since.
  • 140 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q2 2026.

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