Creative Planning
TECX

Creative Planning’s Tectonic Therapeutic TECX Stock Holding History

Creative Planning’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Sell
8,961
-3,485
-28% -$102K ﹤0.01% 3543
2026
Q1 		$385K Buy
+12,446
New +$306K ﹤0.01% 3232

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Creative Planning's TECX Position: Q2 2026 in Review

Creative Planning reduced its Tectonic Therapeutic (TECX) stake by 28% in Q2 2026, selling an estimated $102K and leaving 8,961 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #3543.

Creative Planning first reported a position in TECX in Q1 2026 and has held it in 2 quarters since. The position peaked at $385K in Q1 2026. 123 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

  • Creative Planning held 8,961 shares of Tectonic Therapeutic worth $308K as of Q2 2026.
  • Creative Planning sold 3,485 Tectonic Therapeutic shares in Q2 2026, an estimated $102K.
  • Tectonic Therapeutic made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3543 holding.
  • Creative Planning first reported a position in Tectonic Therapeutic in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Tectonic Therapeutic position peaked at $385K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

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