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 $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's APA Position: Q2 2026 in Review

Creative Planning increased its APA Corp (APA) stake by 55% in Q2 2026, buying an estimated $5.79M and bringing the position to 434,488 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #661.

Creative Planning first reported a position in APA in Q2 2013 and has held it in 53 quarters since. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Creative Planning held 434,488 shares of APA Corp worth $14.2M as of Q2 2026.
  • Creative Planning bought 154,237 APA Corp shares in Q2 2026, an estimated $5.79M.
  • APA Corp made up 0.01% of Creative Planning's portfolio in Q2 2026, its #661 holding.
  • Creative Planning first reported a position in APA Corp in Q2 2013 and has held it in 53 quarters since.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

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