Creative Planning’s Bed Bath & Beyond BBBY Stock Holding History

Creative Planning’s Portfolio BBBY Stock Details BBBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,200	Closed	-$36K	–	2145
2021 Q1	$36K	Buy	+2,200	New	+$149K	﹤0.01%	2390
2019 Q3	–	Sell	-9,983	Closed	-$9K	–	2009
2019 Q2	$9K	Buy	+9,983	New	+$93.3K	﹤0.01%	1937
2019 Q1	–	Sell	-10,781	Closed	-$4K	–	1996
2018 Q4	$4K	Sell	10,781 -1,464	-12%	-$21.9K	﹤0.01%	1872
2018 Q3	$23K	Buy	12,245 +5,191	+74%	+$128K	﹤0.01%	1940
2018 Q2	$20K	Buy	7,054 +399	+6%	+$10.8K	﹤0.01%	1913
2018 Q1	$26K	Buy	+6,655	New	+$312K	﹤0.01%	1869

Other funds holding BBBY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Creative Planning's BBBY Position: Q1 2026 in Review

Creative Planning opened a new position in Bed Bath & Beyond (BBBY) in Q1 2026: 18,864 shares worth $87.5K. The stake represents ﹤0.01% of the portfolio and ranks #3928 among its holdings. This is a return to the name: Creative Planning previously reported a position in BBBY as recently as Q1 2021.

Creative Planning first reported a position in BBBY in Q2 2014 and has held it in 10 quarters since. The position peaked at $242K in Q1 2021. 184 funds tracked by Wall St. Rank hold BBBY as of Q1 2026.

Creative Planning held 18,864 shares of Bed Bath & Beyond worth $87.5K as of Q1 2026.
Bed Bath & Beyond was a new Creative Planning position in Q1 2026.
Bed Bath & Beyond made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3928 holding.
Creative Planning first reported a position in Bed Bath & Beyond in Q2 2014 and has held it in 10 quarters since.
Creative Planning's Bed Bath & Beyond position peaked at $242K in Q1 2021.
184 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2026.

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