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
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

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's VERA Position: Q1 2026 in Review

Creative Planning increased its Vera Therapeutics (VERA) stake by 5.7% in Q1 2026, buying an estimated $22.7K and bringing the position to 9,848 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

Creative Planning first reported a position in VERA in Q4 2025 and has held it in 2 quarters since. The position peaked at $472K in Q4 2025. 229 funds tracked by Wall St. Rank hold VERA as of Q1 2026.

  • Creative Planning held 9,848 shares of Vera Therapeutics worth $396K as of Q1 2026.
  • Creative Planning bought 527 Vera Therapeutics shares in Q1 2026, an estimated $22.7K.
  • Vera Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3204 holding.
  • Creative Planning first reported a position in Vera Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's Vera Therapeutics position peaked at $472K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Vera Therapeutics as of Q1 2026.

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