Creative Planning’s Savara SVRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$327K Buy
59,829
+4,110
+7% +$22.9K ﹤0.01% 3360
2025
Q4
$336K Buy
55,719
+11,494
+26% +$56.3K ﹤0.01% 3165
2025
Q3
$158K Sell
44,225
-11,776
-21% -$34.8K ﹤0.01% 3565
2025
Q2
$128K Sell
56,001
-37,888
-40% -$103K ﹤0.01% 3377
2025
Q1
$260K Buy
93,889
+78,025
+492% +$215K ﹤0.01% 2874
2024
Q4
$48.7K Buy
+15,864
New +$55.3K ﹤0.01% 3253
2017
Q3
Sell
-1,153
Closed -$7K 3502
2017
Q2
$7K Sell
1,153
-91
-7% -$624 ﹤0.01% 3844
2017
Q1
$11K Sell
1,244
-1,305
-51% -$11.3K ﹤0.01% 3539
2016
Q4
$15K Sell
2,549
-3,357
-57% -$21.1K ﹤0.01% 3278
2016
Q3
$45K Sell
5,906
-291
-5% -$8.26K ﹤0.01% 2447
2016
Q2
$204K Buy
6,197
+1,486
+32% +$36.6K ﹤0.01% 1247
2016
Q1
$90K Buy
4,711
+1,992
+73% +$45.9K ﹤0.01% 1704
2015
Q4
$80K Sell
2,719
-4,390
-62% -$136K ﹤0.01% 1773
2015
Q3
$289K Buy
7,109
+770
+12% +$24.6K ﹤0.01% 991
2015
Q2
$217K Buy
6,339
+600
+10% +$21K ﹤0.01% 851
2015
Q1
$195K Buy
5,739
+329
+6% +$11.4K ﹤0.01% 1199
2014
Q4
$212K Buy
5,410
+3,500
+183% +$122K ﹤0.01% 1109
2014
Q3
$74K Buy
1,910
+214
+13% +$9K ﹤0.01% 1664
2014
Q2
$75K Buy
1,696
+143
+9% +$6.23K ﹤0.01% 1618
2014
Q1
$74K Sell
1,553
-114
-7% -$6.25K ﹤0.01% 1576
2013
Q4
$54K Sell
1,667
-86
-5% -$2.76K ﹤0.01% 1560
2013
Q3
$54K Buy
+1,753
New +$54.4K ﹤0.01% 1465

Other funds holding SVRA

Creative Planning's SVRA Position: Q1 2026 in Review

Creative Planning increased its Savara (SVRA) stake by 7.4% in Q1 2026, buying an estimated $22.9K and bringing the position to 59,829 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Creative Planning first reported a position in SVRA in Q3 2013 and has held it in 22 quarters since. The position peaked at $336K in Q4 2025. 186 funds tracked by Wall St. Rank hold SVRA as of Q1 2026.

  • Creative Planning held 59,829 shares of Savara worth $327K as of Q1 2026.
  • Creative Planning bought 4,110 Savara shares in Q1 2026, an estimated $22.9K.
  • Savara made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3360 holding.
  • Creative Planning first reported a position in Savara in Q3 2013 and has held it in 22 quarters since.
  • Creative Planning's Savara position peaked at $336K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Savara as of Q1 2026.

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