Creative Planning
BEKE icon

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HCVG
H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return