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 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $221M AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's SRTA Position: Q1 2026 in Review

Creative Planning increased its Strata Critical Medical Inc (SRTA) stake by 201% in Q1 2026, buying an estimated $194K and bringing the position to 60,322 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3557.

Creative Planning first reported a position in SRTA in Q1 2021 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold SRTA as of Q1 2026.

Creative Planning held 60,322 shares of Strata Critical Medical Inc worth $252K as of Q1 2026.
Creative Planning bought 40,281 Strata Critical Medical Inc shares in Q1 2026, an estimated $194K.
Strata Critical Medical Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3557 holding.
Creative Planning first reported a position in Strata Critical Medical Inc in Q1 2021 and has held it in 9 quarters since.
125 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q1 2026.

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