Creative Planning’s Zymeworks ZYME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$777K Sell
29,731
-2,663
-8% -$67.7K ﹤0.01% 2859
2026
Q1
$811K Buy
32,394
+4,101
+14% +$97K ﹤0.01% 2631
2025
Q4
$745K Buy
28,293
+979
+4% +$21.4K ﹤0.01% 2511
2025
Q3
$467K Buy
27,314
+1,925
+8% +$27.6K ﹤0.01% 2784
2025
Q2
$319K Buy
25,389
+13,567
+115% +$162K ﹤0.01% 2847
2025
Q1
$141K Buy
11,822
+11,765
+20,640% +$160K ﹤0.01% 3178
2024
Q4
$834 Buy
+57
New +$797 ﹤0.01% 3551

Other funds holding ZYME

Creative Planning's ZYME Position: Q2 2026 in Review

Creative Planning reduced its Zymeworks (ZYME) stake by 8.2% in Q2 2026, selling an estimated $67.7K and leaving 29,731 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Creative Planning first reported a position in ZYME in Q4 2024 and has held it in 7 quarters since. The position peaked at $811K in Q1 2026. 203 funds tracked by Wall St. Rank hold ZYME as of Q2 2026.

  • Creative Planning held 29,731 shares of Zymeworks worth $777K as of Q2 2026.
  • Creative Planning sold 2,663 Zymeworks shares in Q2 2026, an estimated $67.7K.
  • Zymeworks made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2859 holding.
  • Creative Planning first reported a position in Zymeworks in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Zymeworks position peaked at $811K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held Zymeworks as of Q2 2026.

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