Creative Planning
BWMN icon

Creative Planning’s Bowman Consulting BWMN Stock Holding History

Creative Planning’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Buy
13,535
+1,390
+11% +$43.8K ﹤0.01% 3369
2026
Q1 		$345K Sell
12,145
-1,151
-9% -$37.5K ﹤0.01% 3311
2025
Q4 		$439K Sell
13,296
-522
-4% -$19.8K ﹤0.01% 2946
2025
Q3 		$585K Buy
13,818
+661
+5% +$24.8K ﹤0.01% 2572
2025
Q2 		$378K Sell
13,157
-6,649
-34% -$164K ﹤0.01% 2701
2025
Q1 		$432K Buy
19,806
+19,740
+29,909% +$460K ﹤0.01% 2424
2024
Q4 		$1.65K Buy
+66
New +$1.61K ﹤0.01% 3479

Other funds holding BWMN

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Creative Planning's BWMN Position: Q2 2026 in Review

Creative Planning increased its Bowman Consulting (BWMN) stake by 11% in Q2 2026, buying an estimated $43.8K and bringing the position to 13,535 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Creative Planning first reported a position in BWMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $585K in Q3 2025. 135 funds tracked by Wall St. Rank hold BWMN as of Q2 2026.

  • Creative Planning held 13,535 shares of Bowman Consulting worth $395K as of Q2 2026.
  • Creative Planning bought 1,390 Bowman Consulting shares in Q2 2026, an estimated $43.8K.
  • Bowman Consulting made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3369 holding.
  • Creative Planning first reported a position in Bowman Consulting in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Bowman Consulting position peaked at $585K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2026.

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