Creative Planning
SWTX

Creative Planning’s SpringWorks Therapeutics SWTX Stock Holding History

Creative Planning’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,107
Closed -$804K – 4012
2025
Q2 		$804K Buy
17,107
+1,667
+11% +$74.2K ﹤0.01% 2048
2025
Q1 		$681K Buy
15,440
+9,853
+176% +$454K ﹤0.01% 2025
2024
Q4 		$202K Sell
5,587
-2,334
-29% -$81.5K ﹤0.01% 2965
2024
Q3 		$254K Buy
+7,921
New +$296K ﹤0.01% 2659
2024
Q2 		– Sell
-5,246
Closed -$258K – 3167
2024
Q1 		$258K Buy
+5,246
New +$243K ﹤0.01% 2373

Other funds holding SWTX

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return