Creative Planning
XFOR icon

Creative Planning’s X4 Pharmaceuticals XFOR Stock Holding History

Creative Planning’s Portfolio XFOR Stock Details XFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.1K Sell
13,819
-2,608
-16% -$9.77K ﹤0.01% 3972
2025
Q4 		$65.7K Buy
+16,427
New +$59.7K ﹤0.01% 3774

Other funds holding XFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Empery Asset Management New York $83M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $141M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Creative Planning's XFOR Position: Q1 2026 in Review

Creative Planning reduced its X4 Pharmaceuticals (XFOR) stake by 16% in Q1 2026, selling an estimated $9.77K and leaving 13,819 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3972.

Creative Planning first reported a position in XFOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $65.7K in Q4 2025. 84 funds tracked by Wall St. Rank hold XFOR as of Q1 2026.

  • Creative Planning held 13,819 shares of X4 Pharmaceuticals worth $57.1K as of Q1 2026.
  • Creative Planning sold 2,608 X4 Pharmaceuticals shares in Q1 2026, an estimated $9.77K.
  • X4 Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3972 holding.
  • Creative Planning first reported a position in X4 Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's X4 Pharmaceuticals position peaked at $65.7K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q1 2026.

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