Creative Planning
ZBIO

Creative Planning’s Zenas BioPharma ZBIO Stock Holding History

Creative Planning’s Portfolio ZBIO Stock Details ZBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Sell
11,723
-935
-7% -$18.6K ﹤0.01% 3568
2026
Q1 		$247K Buy
12,658
+385
+3% +$8.64K ﹤0.01% 3577
2025
Q4 		$446K Buy
12,273
+391
+3% +$12.9K ﹤0.01% 2939
2025
Q3 		$264K Buy
+11,882
New +$193K ﹤0.01% 3251

Other funds holding ZBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $242M AUM
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

Creative Planning's ZBIO Position: Q2 2026 in Review

Creative Planning reduced its Zenas BioPharma (ZBIO) stake by 7.4% in Q2 2026, selling an estimated $18.6K and leaving 11,723 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

Creative Planning first reported a position in ZBIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $446K in Q4 2025. 145 funds tracked by Wall St. Rank hold ZBIO as of Q2 2026.

  • Creative Planning held 11,723 shares of Zenas BioPharma worth $298K as of Q2 2026.
  • Creative Planning sold 935 Zenas BioPharma shares in Q2 2026, an estimated $18.6K.
  • Zenas BioPharma made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3568 holding.
  • Creative Planning first reported a position in Zenas BioPharma in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's Zenas BioPharma position peaked at $446K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Zenas BioPharma as of Q2 2026.

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