Creative Planning
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Creative Planning’s CleanSpark CLSK Stock Holding History

Creative Planning’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
153,523
+37,103
+32% +$524K ﹤0.01% 2002
2026
Q1 		$991K Sell
116,420
-26,985
-19% -$289K ﹤0.01% 2469
2025
Q4 		$1.45M Buy
143,405
+13,724
+11% +$206K ﹤0.01% 1980
2025
Q3 		$1.88M Buy
129,681
+15,625
+14% +$176K ﹤0.01% 1601
2025
Q2 		$1.26M Buy
114,056
+27,784
+32% +$247K ﹤0.01% 1669
2025
Q1 		$580K Buy
86,272
+25,143
+41% +$238K ﹤0.01% 2158
2024
Q4 		$563K Buy
61,129
+43,356
+244% +$524K ﹤0.01% 2117
2024
Q3 		$166K Sell
17,773
-6,212
-26% -$78.9K ﹤0.01% 2899
2024
Q2 		$383K Sell
23,985
-8,791
-27% -$148K ﹤0.01% 2166
2024
Q1 		$695K Buy
32,776
+10,153
+45% +$141K ﹤0.01% 1605
2023
Q4 		$250K Buy
22,623
+8,098
+56% +$50.4K ﹤0.01% 2234
2023
Q3 		$55.3K Buy
14,525
+1,865
+15% +$9.85K ﹤0.01% 2470
2023
Q2 		$54.3K Buy
12,660
+888
+8% +$3.57K ﹤0.01% 2431
2023
Q1 		$32.7K Sell
11,772
-1,167
-9% -$3.2K ﹤0.01% 2381
2022
Q4 		$26.4K Buy
12,939
+246
+2% +$637 ﹤0.01% 2298
2022
Q3 		$40K Sell
12,693
-2,830
-18% -$12.2K ﹤0.01% 2129
2022
Q2 		$61K Buy
+15,523
New +$104K ﹤0.01% 2026

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Creative Planning's CLSK Position: Q2 2026 in Review

Creative Planning increased its CleanSpark (CLSK) stake by 32% in Q2 2026, buying an estimated $524K and bringing the position to 153,523 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Creative Planning first reported a position in CLSK in Q2 2022 and has held it in 17 quarters since. 412 funds tracked by Wall St. Rank hold CLSK as of Q2 2026.

  • Creative Planning held 153,523 shares of CleanSpark worth $2.23M as of Q2 2026.
  • Creative Planning bought 37,103 CleanSpark shares in Q2 2026, an estimated $524K.
  • CleanSpark made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2002 holding.
  • Creative Planning first reported a position in CleanSpark in Q2 2022 and has held it in 17 quarters since.
  • 412 funds tracked by Wall St. Rank held CleanSpark as of Q2 2026.

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