Creative Planning’s Best Buy BBY Stock Holding History

Creative Planning’s Portfolio BBY Stock Details BBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-500	Closed	-$1K	–	2158
2020 Q2	$1K	Buy	+500	New	+$37.9K	﹤0.01%	1976

Other funds holding BBY

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's BBY Position: Q1 2026 in Review

Creative Planning increased its Best Buy (BBY) stake by 48% in Q1 2026, buying an estimated $4.11M and bringing the position to 192,963 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #597.

Creative Planning first reported a position in BBY in Q2 2013 and has held it in 52 quarters since. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

Creative Planning held 192,963 shares of Best Buy worth $12.4M as of Q1 2026.
Creative Planning bought 62,642 Best Buy shares in Q1 2026, an estimated $4.11M.
Best Buy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #597 holding.
Creative Planning first reported a position in Best Buy in Q2 2013 and has held it in 52 quarters since.
860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

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