Creative Planning
BV icon

Creative Planning’s BrightView Holdings BV Stock Holding History

Creative Planning’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345K Sell
29,234
-7,788
-21% -$101K ﹤0.01% 3315
2025
Q4 		$469K Buy
37,022
+14,300
+63% +$182K ﹤0.01% 2900
2025
Q3 		$304K Sell
22,722
-119
-0.5% -$1.77K ﹤0.01% 3125
2025
Q2 		$380K Buy
22,841
+858
+4% +$12.8K ﹤0.01% 2696
2025
Q1 		$282K Sell
21,983
-3,116
-12% -$44.6K ﹤0.01% 2813
2024
Q4 		$401K Buy
25,099
+1,080
+4% +$18K ﹤0.01% 2430
2024
Q3 		$378K Buy
24,019
+1,564
+7% +$22.7K ﹤0.01% 2338
2024
Q2 		$299K Buy
22,455
+3,532
+19% +$45K ﹤0.01% 2357
2024
Q1 		$225K Buy
18,923
+2,311
+14% +$21K ﹤0.01% 2491
2023
Q4 		$140K Sell
16,612
-710
-4% -$5.41K ﹤0.01% 2516
2023
Q3 		$134K Buy
17,322
+1,099
+7% +$8.78K ﹤0.01% 2342
2023
Q2 		$116K Buy
+16,223
New +$103K ﹤0.01% 2323

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return