Creative Planning
CLSK icon

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
2024
Q3 		– Sell
-4,000
Closed -$5.6K – 3217
2024
Q2 		$5.6K Sell
4,000
-12,000
-75% -$202K ﹤0.01% 3025
2024
Q1 		$78K Buy
+16,000
New +$222K ﹤0.01% 2740

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.