Creative Planning
BRZE icon

Creative Planning’s Braze BRZE Stock Holding History

Creative Planning’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.43M Buy
145,353
+94,039
+183% +$2.03M ﹤0.01% 1472
2025
Q4 		$1.76M Buy
51,314
+14,786
+40% +$438K ﹤0.01% 1827
2025
Q3 		$1.04M Buy
36,528
+9,585
+36% +$272K ﹤0.01% 2078
2025
Q2 		$757K Sell
26,943
-19,213
-42% -$607K ﹤0.01% 2088
2025
Q1 		$1.67M Buy
46,156
+19,964
+76% +$803K ﹤0.01% 1322
2024
Q4 		$1.1M Buy
26,192
+103
+0.4% +$3.74K ﹤0.01% 1583
2024
Q3 		$844K Buy
26,089
+2,968
+13% +$117K ﹤0.01% 1655
2024
Q2 		$898K Buy
23,121
+384
+2% +$15.3K ﹤0.01% 1486
2024
Q1 		$1.01M Buy
22,737
+910
+4% +$49.1K ﹤0.01% 1334
2023
Q4 		$1.16M Buy
21,827
+249
+1% +$12.3K ﹤0.01% 1157
2023
Q3 		$1.01M Sell
21,578
-7,286
-25% -$320K ﹤0.01% 1152
2023
Q2 		$1.26M Buy
28,864
+101
+0.4% +$3.43K ﹤0.01% 1008
2023
Q1 		$994K Buy
28,763
+75
+0.3% +$2.33K ﹤0.01% 1084
2022
Q4 		$783K Buy
28,688
+24
+0.1% +$670 ﹤0.01% 1160
2022
Q3 		$998K Hold
28,664
– – ﹤0.01% 969
2022
Q2 		$1.04M Buy
+28,664
New +$1.05M ﹤0.01% 960

Other funds holding BRZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's BRZE Position: Q1 2026 in Review

Creative Planning increased its Braze (BRZE) stake by 183% in Q1 2026, buying an estimated $2.03M and bringing the position to 145,353 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Creative Planning first reported a position in BRZE in Q2 2022 and has held it in 16 quarters since. 256 funds tracked by Wall St. Rank hold BRZE as of Q1 2026.

  • Creative Planning held 145,353 shares of Braze worth $3.43M as of Q1 2026.
  • Creative Planning bought 94,039 Braze shares in Q1 2026, an estimated $2.03M.
  • Braze made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1472 holding.
  • Creative Planning first reported a position in Braze in Q2 2022 and has held it in 16 quarters since.
  • 256 funds tracked by Wall St. Rank held Braze as of Q1 2026.

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