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
Q2 		$64.8K Buy
13,872
+53
+0.4% +$217 ﹤0.01% 4089
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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
EAM
Empery Asset Management New York $86.5M AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $174M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's XFOR Position: Q2 2026 in Review

Creative Planning increased its X4 Pharmaceuticals (XFOR) stake by 0.38% in Q2 2026, buying an estimated $217 and bringing the position to 13,872 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4089.

Creative Planning first reported a position in XFOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.7K in Q4 2025. 89 funds tracked by Wall St. Rank hold XFOR as of Q2 2026.

  • Creative Planning held 13,872 shares of X4 Pharmaceuticals worth $64.8K as of Q2 2026.
  • Creative Planning bought 53 X4 Pharmaceuticals shares in Q2 2026, an estimated $217.
  • X4 Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4089 holding.
  • Creative Planning first reported a position in X4 Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's X4 Pharmaceuticals position peaked at $65.7K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q2 2026.

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