Creative Planning
ADV icon

Creative Planning’s Advantage Solutions ADV Stock Holding History

Creative Planning’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$616K Buy
+14,238
New +$504K ﹤0.01% 3035
2025
Q4 		– Sell
-2,190
Closed -$83.8K – 3899
2025
Q3 		$83.8K Buy
2,190
+1,412
+181% +$58.7K ﹤0.01% 3699
2025
Q2 		$25.7K Buy
+778
New +$25.6K ﹤0.01% 3579
2025
Q1 		– Sell
-626
Closed -$45.7K – 3463
2024
Q4 		$45.7K Sell
626
-326
-34% -$26.6K ﹤0.01% 3262
2024
Q3 		$81.7K Buy
+952
New +$87.7K ﹤0.01% 3044

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's ADV Position: Q2 2026 in Review

Creative Planning opened a new position in Advantage Solutions (ADV) in Q2 2026: 14,238 shares worth $616K. The stake represents ﹤0.01% of the portfolio and ranks #3035 among its holdings. This is a return to the name: Creative Planning previously reported a position in ADV as recently as Q3 2025.

Creative Planning first reported a position in ADV in Q3 2024 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Creative Planning held 14,238 shares of Advantage Solutions worth $616K as of Q2 2026.
  • Advantage Solutions was a new Creative Planning position in Q2 2026.
  • Advantage Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3035 holding.
  • Creative Planning first reported a position in Advantage Solutions in Q3 2024 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

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