Creative Planning
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Creative Planning’s KE Holdings BEKE Stock Holding History

Creative Planning’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$485K Sell
33,374
-1,310
-4% -$21.6K ﹤0.01% 3210
2026
Q1 		$519K Sell
34,684
-10,654
-23% -$183K ﹤0.01% 3004
2025
Q4 		$715K Sell
45,338
-31,985
-41% -$550K ﹤0.01% 2550
2025
Q3 		$1.47M Buy
77,323
+2,902
+4% +$54.4K ﹤0.01% 1780
2025
Q2 		$1.32M Sell
74,421
-1,572
-2% -$30.2K ﹤0.01% 1638
2025
Q1 		$1.53M Buy
75,993
+27,385
+56% +$543K ﹤0.01% 1385
2024
Q4 		$895K Buy
48,608
+18,606
+62% +$384K ﹤0.01% 1726
2024
Q3 		$597K Buy
30,002
+1,988
+7% +$29.3K ﹤0.01% 1946
2024
Q2 		$396K Buy
28,014
+14,457
+107% +$226K ﹤0.01% 2135
2024
Q1 		$186K Sell
13,557
-6,603
-33% -$92.3K ﹤0.01% 2587
2023
Q4 		$327K Buy
20,160
+10,108
+101% +$156K ﹤0.01% 2028
2023
Q3 		$156K Sell
10,052
-5,460
-35% -$86.8K ﹤0.01% 2310
2023
Q2 		$230K Buy
15,512
+1,038
+7% +$16.9K ﹤0.01% 2109
2023
Q1 		$273K Buy
+14,474
New +$268K ﹤0.01% 1885

Other funds holding BEKE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Creative Planning's BEKE Position: Q2 2026 in Review

Creative Planning reduced its KE Holdings (BEKE) stake by 3.8% in Q2 2026, selling an estimated $21.6K and leaving 33,374 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Creative Planning first reported a position in BEKE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2025. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

  • Creative Planning held 33,374 shares of KE Holdings worth $485K as of Q2 2026.
  • Creative Planning sold 1,310 KE Holdings shares in Q2 2026, an estimated $21.6K.
  • KE Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3210 holding.
  • Creative Planning first reported a position in KE Holdings in Q1 2023 and has held it in 14 quarters since.
  • Creative Planning's KE Holdings position peaked at $1.53M in Q1 2025.
  • 204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

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