Creative Planning
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Creative Planning’s American Public Education APEI Stock Holding History

Creative Planning’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$671K Buy
12,500
+1,416
+13% +$77.8K ﹤0.01% 2958
2026
Q1 		$630K Sell
11,084
-117
-1% -$5.36K ﹤0.01% 2840
2025
Q4 		$423K Sell
11,201
-594
-5% -$21.3K ﹤0.01% 2978
2025
Q3 		$466K Buy
11,795
+618
+6% +$19.6K ﹤0.01% 2786
2025
Q2 		$340K Buy
11,177
+265
+2% +$7.01K ﹤0.01% 2784
2025
Q1 		$244K Buy
10,912
+10,824
+12,300% +$235K ﹤0.01% 2907
2024
Q4 		$1.9K Buy
+88
New +$1.58K ﹤0.01% 3466
2017
Q3 		– Sell
-100
Closed -$2K – 1975
2017
Q2 		$2K Sell
100
-610
-86% -$14K ﹤0.01% 4279
2017
Q1 		$16K Hold
710
– – ﹤0.01% 3263
2016
Q4 		$17K Sell
710
-930
-57% -$20.8K ﹤0.01% 3165
2016
Q3 		$32K Buy
1,640
+1,540
+1,540% +$37.3K ﹤0.01% 2685
2016
Q2 		$3K Hold
100
– – ﹤0.01% 3851
2016
Q1 		$2K Hold
100
– – ﹤0.01% 3916
2015
Q4 		$2K Hold
100
– – ﹤0.01% 3999
2015
Q3 		$2K Buy
+100
New +$2.39K ﹤0.01% 3912
2015
Q2 		– Sell
-580
Closed -$17K – 1196
2015
Q1 		$17K Hold
580
– – ﹤0.01% 2826
2014
Q4 		$21K Sell
580
-2,520
-81% -$81.8K ﹤0.01% 2603
2014
Q3 		$84K Buy
3,100
+1,000
+48% +$31.5K ﹤0.01% 1592
2014
Q2 		$72K Hold
2,100
– – ﹤0.01% 1641
2014
Q1 		$74K Buy
2,100
+2,000
+2,000% +$81.2K ﹤0.01% 1572
2013
Q4 		$4K Hold
100
– – ﹤0.01% 2893
2013
Q3 		$4K Hold
100
– – ﹤0.01% 2781
2013
Q2 		$4K Buy
+100
New +$3.61K ﹤0.01% 2604

Other funds holding APEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Creative Planning's APEI Position: Q2 2026 in Review

Creative Planning increased its American Public Education (APEI) stake by 13% in Q2 2026, buying an estimated $77.8K and bringing the position to 12,500 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Creative Planning first reported a position in APEI in Q2 2013 and has held it in 23 quarters since. 209 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

  • Creative Planning held 12,500 shares of American Public Education worth $671K as of Q2 2026.
  • Creative Planning bought 1,416 American Public Education shares in Q2 2026, an estimated $77.8K.
  • American Public Education made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2958 holding.
  • Creative Planning first reported a position in American Public Education in Q2 2013 and has held it in 23 quarters since.
  • 209 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

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