Creative Planning
TWST icon

Creative Planning’s Twist Bioscience TWST Stock Holding History

Creative Planning’s Portfolio TWST Stock Details TWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Buy
29,248
+19,037
+186% +$854K ﹤0.01% 2201
2025
Q4 		$324K Buy
+10,211
New +$319K ﹤0.01% 3188
2025
Q2 		– Sell
-7,000
Closed -$275K – 3794
2025
Q1 		$275K Buy
7,000
+1,977
+39% +$89K ﹤0.01% 2835
2024
Q4 		$233K Buy
5,023
+377
+8% +$17K ﹤0.01% 2861
2024
Q3 		$210K Sell
4,646
-405
-8% -$19.3K ﹤0.01% 2797
2024
Q2 		$249K Buy
+5,051
New +$206K ﹤0.01% 2508
2023
Q2 		– Sell
-30
Closed -$453 – 2832
2023
Q1 		$453 Buy
+30
New +$663 ﹤0.01% 2590
2021
Q3 		– Sell
-3,950
Closed -$526K – 2228
2021
Q2 		$526K Buy
+3,950
New +$459K ﹤0.01% 1250

Other funds holding TWST

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return