Creative Planning’s Definitive Healthcare DH Stock Holding History

Creative Planning’s Portfolio DH Stock Details DH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Buy	+12,797	New	+$11.7K	﹤0.01%	4222
2025 Q4	–	Sell	-33,678	Closed	-$137K	–	3952
2025 Q3	$137K	Buy	33,678 +5,050	+18%	+$20.2K	﹤0.01%	3606
2025 Q2	$112K	Buy	28,628 +8,428	+42%	+$26.6K	﹤0.01%	3401
2025 Q1	$58.4K	Buy	20,200 +7,585	+60%	+$30.8K	﹤0.01%	3330
2024 Q4	$51.8K	Buy	+12,615	New	+$55.2K	﹤0.01%	3248

Other funds holding DH

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Creative Planning's DH Position: Q2 2026 in Review

Creative Planning opened a new position in Definitive Healthcare (DH) in Q2 2026: 12,797 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #4222 among its holdings. This is a return to the name: Creative Planning previously reported a position in DH as recently as Q3 2025.

Creative Planning first reported a position in DH in Q4 2024 and has held it in 5 quarters since. The position peaked at $137K in Q3 2025. 99 funds tracked by Wall St. Rank hold DH as of Q2 2026.

Creative Planning held 12,797 shares of Definitive Healthcare worth $10.6K as of Q2 2026.
Definitive Healthcare was a new Creative Planning position in Q2 2026.
Definitive Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4222 holding.
Creative Planning first reported a position in Definitive Healthcare in Q4 2024 and has held it in 5 quarters since.
Creative Planning's Definitive Healthcare position peaked at $137K in Q3 2025.
99 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

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