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
Q2 		$3.02M Sell
139,462
-5,891
-4% -$131K ﹤0.01% 1777
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Planning's BRZE Position: Q2 2026 in Review

Creative Planning reduced its Braze (BRZE) stake by 4.1% in Q2 2026, selling an estimated $131K and leaving 139,462 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Creative Planning first reported a position in BRZE in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.43M in Q1 2026. 246 funds tracked by Wall St. Rank hold BRZE as of Q2 2026.

  • Creative Planning held 139,462 shares of Braze worth $3.02M as of Q2 2026.
  • Creative Planning sold 5,891 Braze shares in Q2 2026, an estimated $131K.
  • Braze made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1777 holding.
  • Creative Planning first reported a position in Braze in Q2 2022 and has held it in 17 quarters since.
  • Creative Planning's Braze position peaked at $3.43M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Braze as of Q2 2026.

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