Creative Planning
TOI icon

Creative Planning’s The Oncology Institute TOI Stock Holding History

Creative Planning’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.5K Sell
26,212
-52,421
-67% -$161K ﹤0.01% 3936
2025
Q4 		$280K Buy
+78,633
New +$292K ﹤0.01% 3292

Other funds holding TOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's TOI Position: Q1 2026 in Review

Creative Planning reduced its The Oncology Institute (TOI) stake by 67% in Q1 2026, selling an estimated $161K and leaving 26,212 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

Creative Planning first reported a position in TOI in Q4 2025 and has held it in 2 quarters since. The position peaked at $280K in Q4 2025. 115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

  • Creative Planning held 26,212 shares of The Oncology Institute worth $80.5K as of Q1 2026.
  • Creative Planning sold 52,421 The Oncology Institute shares in Q1 2026, an estimated $161K.
  • The Oncology Institute made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3936 holding.
  • Creative Planning first reported a position in The Oncology Institute in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's The Oncology Institute position peaked at $280K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

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