Creative Planning
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Creative Planning’s Viridian Therapeutics VRDN Stock Holding History

Creative Planning’s Portfolio VRDN Stock Details VRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256K Buy
13,101
+162
+1% +$4.81K ﹤0.01% 3545
2025
Q4 		$403K Buy
12,939
+21
+0.2% +$576 ﹤0.01% 3022
2025
Q3 		$279K Buy
12,918
+110
+0.9% +$1.98K ﹤0.01% 3203
2025
Q2 		$179K Buy
+12,808
New +$174K ﹤0.01% 3265
2020
Q4 		– Sell
-1,530
Closed -$18K – 2472
2020
Q3 		$18K Buy
1,530
+267
+21% +$3.98K ﹤0.01% 1993
2020
Q2 		$21K Buy
+1,263
New +$14.3K ﹤0.01% 1826
2017
Q2 		– Sell
-44
Closed -$8K – 4846
2017
Q1 		$8K Hold
44
– – ﹤0.01% 3741
2016
Q4 		$3K Hold
44
– – ﹤0.01% 4176
2016
Q3 		$5K Sell
44
-15
-25% -$1.67K ﹤0.01% 3903
2016
Q2 		$6K Hold
59
– – ﹤0.01% 3563
2016
Q1 		$7K Hold
59
– – ﹤0.01% 3424
2015
Q4 		$10K Hold
59
– – ﹤0.01% 3316
2015
Q3 		$12K Buy
59
+15
+34% +$5.27K ﹤0.01% 3092
2015
Q2 		$22K Buy
+44
New +$17.8K ﹤0.01% 1066

Other funds holding VRDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return