Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's ADEA Position: Q1 2026 in Review

Creative Planning increased its Adeia (ADEA) stake by 74% in Q1 2026, buying an estimated $292K and bringing the position to 33,958 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Creative Planning first reported a position in ADEA in Q2 2013 and has held it in 17 quarters since. 258 funds tracked by Wall St. Rank hold ADEA as of Q1 2026.

  • Creative Planning held 33,958 shares of Adeia worth $816K as of Q1 2026.
  • Creative Planning bought 14,418 Adeia shares in Q1 2026, an estimated $292K.
  • Adeia made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2624 holding.
  • Creative Planning first reported a position in Adeia in Q2 2013 and has held it in 17 quarters since.
  • 258 funds tracked by Wall St. Rank held Adeia as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.