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 Q3	$1.06M	Buy	24,896 +11,361	+84%	+$409K	﹤0.01%	2705
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 International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Creative Planning's BWMN Position: Q3 2026 in Review

Creative Planning increased its Bowman Consulting (BWMN) stake by 84% in Q3 2026, buying an estimated $409K and bringing the position to 24,896 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Creative Planning first reported a position in BWMN in Q4 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold BWMN as of Q3 2026.

Creative Planning held 24,896 shares of Bowman Consulting worth $1.06M as of Q3 2026.
Creative Planning bought 11,361 Bowman Consulting shares in Q3 2026, an estimated $409K.
Bowman Consulting made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2705 holding.
Creative Planning first reported a position in Bowman Consulting in Q4 2024 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held Bowman Consulting as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.