Creative Planning
APA icon

Creative Planning’s APA Corp APA Stock Holding History

Creative Planning’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$3K – 1875
2019
Q4 		$3K Buy
+500
New +$11.3K ﹤0.01% 1942
2018
Q2 		– Sell
-900
Closed -$2K – 2051
2018
Q1 		$2K Buy
+900
New +$36.2K ﹤0.01% 1983

Other funds holding APA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's APA Position: Q1 2026 in Review

Creative Planning increased its APA Corp (APA) stake by 27% in Q1 2026, buying an estimated $1.8M and bringing the position to 280,251 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #614.

Creative Planning first reported a position in APA in Q2 2013 and has held it in 52 quarters since. 817 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Creative Planning held 280,251 shares of APA Corp worth $11.9M as of Q1 2026.
  • Creative Planning bought 59,559 APA Corp shares in Q1 2026, an estimated $1.8M.
  • APA Corp made up 0.01% of Creative Planning's portfolio in Q1 2026, its #614 holding.
  • Creative Planning first reported a position in APA Corp in Q2 2013 and has held it in 52 quarters since.
  • 817 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

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