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
Q2 		$620K Buy
43,743
+14,509
+50% +$182K ﹤0.01% 3023
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 $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's BV Position: Q2 2026 in Review

Creative Planning increased its BrightView Holdings (BV) stake by 50% in Q2 2026, buying an estimated $182K and bringing the position to 43,743 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Creative Planning first reported a position in BV in Q2 2023 and has held it in 13 quarters since. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • Creative Planning held 43,743 shares of BrightView Holdings worth $620K as of Q2 2026.
  • Creative Planning bought 14,509 BrightView Holdings shares in Q2 2026, an estimated $182K.
  • BrightView Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3023 holding.
  • Creative Planning first reported a position in BrightView Holdings in Q2 2023 and has held it in 13 quarters since.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

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