Creative Planning
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Creative Planning’s Savara SVRA Stock Holding History

Creative Planning’s Portfolio SVRA Stock Details SVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$338K Buy
65,426
+3,908
+6% +$21.6K ﹤0.01% 3577
2026
Q2 		$379K Buy
61,518
+1,689
+3% +$9.06K ﹤0.01% 3398
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Creative Planning's SVRA Position: Q3 2026 in Review

Creative Planning increased its Savara (SVRA) stake by 6.4% in Q3 2026, buying an estimated $21.6K and bringing the position to 65,426 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

Creative Planning first reported a position in SVRA in Q3 2013 and has held it in 24 quarters since. The position peaked at $379K in Q2 2026. 22 funds tracked by Wall St. Rank hold SVRA as of Q3 2026.

  • Creative Planning held 65,426 shares of Savara worth $338K as of Q3 2026.
  • Creative Planning bought 3,908 Savara shares in Q3 2026, an estimated $21.6K.
  • Savara made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3577 holding.
  • Creative Planning first reported a position in Savara in Q3 2013 and has held it in 24 quarters since.
  • Creative Planning's Savara position peaked at $379K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Savara as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.