Creative Planning
ACVA icon

Creative Planning’s ACV Auctions ACVA Stock Holding History

Creative Planning’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$998K Buy
138,819
+85,548
+161% +$485K ﹤0.01% 2644
2026
Q1 		$226K Buy
53,271
+15,146
+40% +$99.2K ﹤0.01% 3649
2025
Q4 		$306K Buy
38,125
+9,461
+33% +$76.5K ﹤0.01% 3226
2025
Q3 		$284K Sell
28,664
-20,948
-42% -$268K ﹤0.01% 3191
2025
Q2 		$805K Buy
49,612
+20,237
+69% +$315K ﹤0.01% 2047
2025
Q1 		$414K Buy
29,375
+9,575
+48% +$176K ﹤0.01% 2470
2024
Q4 		$428K Sell
19,800
-8,135
-29% -$165K ﹤0.01% 2369
2024
Q3 		$568K Buy
27,935
+15,758
+129% +$290K ﹤0.01% 1982
2024
Q2 		$222K Buy
+12,177
New +$219K ﹤0.01% 2603

Other funds holding ACVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's ACVA Position: Q2 2026 in Review

Creative Planning increased its ACV Auctions (ACVA) stake by 161% in Q2 2026, buying an estimated $485K and bringing the position to 138,819 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Creative Planning first reported a position in ACVA in Q2 2024 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • Creative Planning held 138,819 shares of ACV Auctions worth $998K as of Q2 2026.
  • Creative Planning bought 85,548 ACV Auctions shares in Q2 2026, an estimated $485K.
  • ACV Auctions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2644 holding.
  • Creative Planning first reported a position in ACV Auctions in Q2 2024 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

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