Creative Planning
ASST icon

Creative Planning’s Strive Inc ASST Stock Holding History

Creative Planning’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,095
Closed -$16.2K – 4095
2025
Q4 		$16.2K Buy
+1,095
New +$26.2K ﹤0.01% 3857
2025
Q3 		– Sell
-1,050
Closed -$78.8K – 3916
2025
Q2 		$78.8K Buy
+1,050
New +$84.9K ﹤0.01% 3460

Other funds holding ASST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

Creative Planning's ASST Position: Q1 2026 in Review

Creative Planning sold out of Strive Inc (ASST) in Q1 2026, closing a stake of 1,095 shares — an estimated $16.2K sold.

Creative Planning first reported a position in ASST in Q2 2025 and held it in 2 quarters. The position peaked at $78.8K in Q2 2025. 138 funds tracked by Wall St. Rank hold ASST as of Q1 2026.

  • Creative Planning reported no remaining Strive Inc position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 1,095 Strive Inc shares in Q1 2026, an estimated $16.2K.
  • Creative Planning first reported a position in Strive Inc in Q2 2025 and held it in 2 quarters.
  • Creative Planning's Strive Inc position peaked at $78.8K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held Strive Inc as of Q1 2026.

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