Creative Planning
AVPT icon

Creative Planning’s AvePoint AVPT Stock Holding History

Creative Planning’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Sell
166,288
-24,154
-13% -$248K ﹤0.01% 2143
2026
Q1 		$1.81M Buy
190,442
+103,082
+118% +$1.16M ﹤0.01% 1976
2025
Q4 		$1.21M Sell
87,360
-7,226
-8% -$99.8K ﹤0.01% 2130
2025
Q3 		$1.42M Buy
94,586
+9,124
+11% +$153K ﹤0.01% 1816
2025
Q2 		$1.65M Buy
85,462
+36,542
+75% +$634K ﹤0.01% 1470
2025
Q1 		$706K Buy
48,920
+21,556
+79% +$362K ﹤0.01% 1997
2024
Q4 		$452K Sell
27,364
-1,981
-7% -$30.1K ﹤0.01% 2321
2024
Q3 		$345K Buy
29,345
+4,698
+19% +$51.5K ﹤0.01% 2411
2024
Q2 		$257K Buy
24,647
+8,039
+48% +$69.7K ﹤0.01% 2488
2024
Q1 		$132K Buy
16,608
+5,573
+51% +$43.8K ﹤0.01% 2662
2023
Q4 		$90.6K Buy
+11,035
New +$86.2K ﹤0.01% 2586

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Creative Planning's AVPT Position: Q2 2026 in Review

Creative Planning reduced its AvePoint (AVPT) stake by 13% in Q2 2026, selling an estimated $248K and leaving 166,288 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Creative Planning first reported a position in AVPT in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Creative Planning held 166,288 shares of AvePoint worth $1.86M as of Q2 2026.
  • Creative Planning sold 24,154 AvePoint shares in Q2 2026, an estimated $248K.
  • AvePoint made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2143 holding.
  • Creative Planning first reported a position in AvePoint in Q4 2023 and has held it in 11 quarters since.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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