Creative Planning
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Creative Planning’s Vera Therapeutics VERA Stock Holding History

Creative Planning’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Sell
9,713
-135
-1% -$5.03K ﹤0.01% 3327
2026
Q1 		$396K Buy
9,848
+527
+6% +$22.7K ﹤0.01% 3204
2025
Q4 		$472K Buy
+9,321
New +$331K ﹤0.01% 2892

Other funds holding VERA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's VERA Position: Q2 2026 in Review

Creative Planning reduced its Vera Therapeutics (VERA) stake by 1.4% in Q2 2026, selling an estimated $5.03K and leaving 9,713 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

Creative Planning first reported a position in VERA in Q4 2025 and has held it in 3 quarters since. The position peaked at $472K in Q4 2025. 219 funds tracked by Wall St. Rank hold VERA as of Q2 2026.

  • Creative Planning held 9,713 shares of Vera Therapeutics worth $417K as of Q2 2026.
  • Creative Planning sold 135 Vera Therapeutics shares in Q2 2026, an estimated $5.03K.
  • Vera Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3327 holding.
  • Creative Planning first reported a position in Vera Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Vera Therapeutics position peaked at $472K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Vera Therapeutics as of Q2 2026.

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