Creative Planning
CNXN icon

Creative Planning’s PC Connection CNXN Stock Holding History

Creative Planning’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Sell
19,659
-1,246
-6% -$74.6K ﹤0.01% 2345
2025
Q4 		$1.21M Buy
20,905
+16,215
+346% +$966K ﹤0.01% 2137
2025
Q3 		$291K Buy
+4,690
New +$299K ﹤0.01% 3175
2017
Q3 		– Sell
-18
Closed – – 2228
2017
Q2 		$0 Buy
+18
New +$496 ﹤0.01% 4643
2015
Q1 		– Sell
-500
Closed -$12K – 4232
2014
Q4 		$12K Buy
+500
New +$11.5K ﹤0.01% 3001

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's CNXN Position: Q1 2026 in Review

Creative Planning reduced its PC Connection (CNXN) stake by 6% in Q1 2026, selling an estimated $74.6K and leaving 19,659 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Creative Planning first reported a position in CNXN in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.21M in Q4 2025. 185 funds tracked by Wall St. Rank hold CNXN as of Q1 2026.

  • Creative Planning held 19,659 shares of PC Connection worth $1.15M as of Q1 2026.
  • Creative Planning sold 1,246 PC Connection shares in Q1 2026, an estimated $74.6K.
  • PC Connection made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2345 holding.
  • Creative Planning first reported a position in PC Connection in Q4 2014 and has held it in 5 quarters since.
  • Creative Planning's PC Connection position peaked at $1.21M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held PC Connection as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.