Creative Planning
ADEA icon

Creative Planning’s Adeia ADEA Stock Holding History

Creative Planning’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
41,433
+7,475
+22% +$221K ﹤0.01% 2394
2026
Q1 		$816K Buy
33,958
+14,418
+74% +$292K ﹤0.01% 2624
2025
Q4 		$337K Buy
19,540
+9,008
+86% +$134K ﹤0.01% 3163
2025
Q3 		$177K Buy
10,532
+315
+3% +$4.67K ﹤0.01% 3532
2025
Q2 		$144K Buy
+10,217
New +$132K ﹤0.01% 3342
2025
Q1 		– Sell
-44
Closed -$615 – 3461
2024
Q4 		$615 Buy
+44
New +$556 ﹤0.01% 3560
2017
Q3 		– Sell
-480
Closed -$4K – 1903
2017
Q2 		$4K Sell
480
-575
-55% -$4.85K ﹤0.01% 4066
2017
Q1 		$9K Buy
1,055
+84
+9% +$904 ﹤0.01% 3634
2016
Q4 		$11K Buy
971
+854
+730% +$9.05K ﹤0.01% 3470
2016
Q3 		$1K Buy
+117
New +$1.03K ﹤0.01% 4337
2016
Q1 		– Sell
-3,780
Closed -$30K – 4299
2015
Q4 		$30K Buy
+3,780
New +$33K ﹤0.01% 2517
2015
Q1 		– Sell
-756
Closed -$7K – 4190
2014
Q4 		$7K Sell
756
-15,082
-95% -$125K ﹤0.01% 3295
2014
Q3 		$111K Buy
15,838
+6,539
+70% +$45.6K ﹤0.01% 1405
2014
Q2 		$54K Buy
9,299
+8,543
+1,130% +$50.3K ﹤0.01% 1828
2014
Q1 		$5K Hold
756
– – ﹤0.01% 3054
2013
Q4 		$4K Hold
756
– – ﹤0.01% 2889
2013
Q3 		$4K Hold
756
– – ﹤0.01% 2779
2013
Q2 		$4K Buy
+756
New +$4.03K ﹤0.01% 2601

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's ADEA Position: Q2 2026 in Review

Creative Planning increased its Adeia (ADEA) stake by 22% in Q2 2026, buying an estimated $221K and bringing the position to 41,433 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Creative Planning first reported a position in ADEA in Q2 2013 and has held it in 18 quarters since. 304 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • Creative Planning held 41,433 shares of Adeia worth $1.36M as of Q2 2026.
  • Creative Planning bought 7,475 Adeia shares in Q2 2026, an estimated $221K.
  • Adeia made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2394 holding.
  • Creative Planning first reported a position in Adeia in Q2 2013 and has held it in 18 quarters since.
  • 304 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

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