Creative Planning
AGNT

Creative Planning’s AGNT Inc AGNT Stock Holding History

Creative Planning’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Buy
83,936
+71,441
+572% +$552K ﹤0.01% 3027
2025
Q4 		$113K Buy
12,495
+1,694
+16% +$17.9K ﹤0.01% 3690
2025
Q3 		$115K Buy
+10,801
New +$114K ﹤0.01% 3652
2023
Q4 		– Sell
-38,028
Closed -$618K – 2866
2023
Q3 		$618K Sell
38,028
-23,804
-38% -$491K ﹤0.01% 1427
2023
Q2 		$1.25M Buy
61,832
+74
+0.1% +$1.11K ﹤0.01% 1015
2023
Q1 		$784K Buy
61,758
+4,570
+8% +$61K ﹤0.01% 1202
2022
Q4 		$634K Buy
57,188
+1,277
+2% +$15.5K ﹤0.01% 1297
2022
Q3 		$627K Sell
55,911
-5,977
-10% -$83.3K ﹤0.01% 1189
2022
Q2 		$728K Sell
61,888
-45,203
-42% -$654K ﹤0.01% 1116
2022
Q1 		$2.27M Buy
107,091
+96,784
+939% +$2.53M ﹤0.01% 671
2021
Q4 		$347K Buy
10,307
+2,365
+30% +$97.5K ﹤0.01% 1522
2021
Q3 		$316K Buy
7,942
+1,501
+23% +$64.3K ﹤0.01% 1560
2021
Q2 		$250K Sell
6,441
-833
-11% -$28.7K ﹤0.01% 1665
2021
Q1 		$331K Sell
7,274
-256
-3% -$13.6K ﹤0.01% 1730
2020
Q4 		$238K Buy
+7,530
New +$208K ﹤0.01% 1770

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's AGNT Position: Q1 2026 in Review

Creative Planning increased its AGNT Inc (AGNT) stake by 572% in Q1 2026, buying an estimated $552K and bringing the position to 83,936 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Creative Planning first reported a position in AGNT in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.27M in Q1 2022. 228 funds tracked by Wall St. Rank hold AGNT as of Q1 2026.

  • Creative Planning held 83,936 shares of AGNT Inc worth $503K as of Q1 2026.
  • Creative Planning bought 71,441 AGNT Inc shares in Q1 2026, an estimated $552K.
  • AGNT Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3027 holding.
  • Creative Planning first reported a position in AGNT Inc in Q4 2020 and has held it in 15 quarters since.
  • Creative Planning's AGNT Inc position peaked at $2.27M in Q1 2022.
  • 228 funds tracked by Wall St. Rank held AGNT Inc as of Q1 2026.

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