Creative Planning
AIOT

Creative Planning’s PowerFleet Inc AIOT Stock Holding History

Creative Planning’s Portfolio AIOT Stock Details AIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Buy
65,336
+32,063
+96% +$112K ﹤0.01% 3713
2026
Q1 		$102K Buy
33,273
+20,693
+164% +$86.7K ﹤0.01% 3899
2025
Q4 		$66.9K Buy
+12,580
New +$64.4K ﹤0.01% 3769
2025
Q2 		– Sell
-13,694
Closed -$75.2K – 3811
2025
Q1 		$75.2K Sell
13,694
-7,917
-37% -$50.8K ﹤0.01% 3294
2024
Q4 		$144K Buy
+21,611
New +$130K ﹤0.01% 3076
2020
Q4 		– Sell
-21,525
Closed -$121K – 2481
2020
Q3 		$121K Hold
21,525
– – ﹤0.01% 1798
2020
Q2 		$99K Buy
+21,525
New +$100K ﹤0.01% 1664

Other funds holding AIOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Creative Planning's AIOT Position: Q2 2026 in Review

Creative Planning increased its PowerFleet Inc (AIOT) stake by 96% in Q2 2026, buying an estimated $112K and bringing the position to 65,336 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Creative Planning first reported a position in AIOT in Q2 2020 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold AIOT as of Q2 2026.

  • Creative Planning held 65,336 shares of PowerFleet Inc worth $250K as of Q2 2026.
  • Creative Planning bought 32,063 PowerFleet Inc shares in Q2 2026, an estimated $112K.
  • PowerFleet Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3713 holding.
  • Creative Planning first reported a position in PowerFleet Inc in Q2 2020 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held PowerFleet Inc as of Q2 2026.

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