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
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 $5.72T AUM 30.48% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Creative Planning's AIOT Position: Q1 2026 in Review

Creative Planning increased its PowerFleet Inc (AIOT) stake by 164% in Q1 2026, buying an estimated $86.7K and bringing the position to 33,273 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3899.

Creative Planning first reported a position in AIOT in Q2 2020 and has held it in 6 quarters since. The position peaked at $144K in Q4 2024. 194 funds tracked by Wall St. Rank hold AIOT as of Q1 2026.

  • Creative Planning held 33,273 shares of PowerFleet Inc worth $102K as of Q1 2026.
  • Creative Planning bought 20,693 PowerFleet Inc shares in Q1 2026, an estimated $86.7K.
  • PowerFleet Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3899 holding.
  • Creative Planning first reported a position in PowerFleet Inc in Q2 2020 and has held it in 6 quarters since.
  • Creative Planning's PowerFleet Inc position peaked at $144K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held PowerFleet Inc as of Q1 2026.

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