Creative Planning
ACT icon

Creative Planning’s Enact Holdings ACT Stock Holding History

Creative Planning’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5M Buy
109,452
+23,562
+27% +$1.01M ﹤0.01% 1409
2026
Q1 		$3.51M Buy
85,890
+33,619
+64% +$1.37M ﹤0.01% 1449
2025
Q4 		$2.07M Buy
52,271
+29,480
+129% +$1.11M ﹤0.01% 1706
2025
Q3 		$874K Buy
22,791
+1,177
+5% +$43.7K ﹤0.01% 2231
2025
Q2 		$803K Buy
21,614
+12,244
+131% +$435K ﹤0.01% 2049
2025
Q1 		$326K Buy
9,370
+9,359
+85,082% +$313K ﹤0.01% 2679
2024
Q4 		$356 Buy
+11
New +$381 ﹤0.01% 3569

Other funds holding ACT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's ACT Position: Q2 2026 in Review

Creative Planning increased its Enact Holdings (ACT) stake by 27% in Q2 2026, buying an estimated $1.01M and bringing the position to 109,452 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Creative Planning first reported a position in ACT in Q4 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

  • Creative Planning held 109,452 shares of Enact Holdings worth $5M as of Q2 2026.
  • Creative Planning bought 23,562 Enact Holdings shares in Q2 2026, an estimated $1.01M.
  • Enact Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1409 holding.
  • Creative Planning first reported a position in Enact Holdings in Q4 2024 and has held it in 7 quarters since.
  • 250 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

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