Creative Planning’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Creative Planning’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Sell	69,208 -2,169	-3%	-$4.24K	﹤0.01%	3840
2025 Q4	$143K	Sell	71,377 -1,000	-1%	-$2.05K	﹤0.01%	3643
2025 Q3	$149K	Sell	72,377 -1,000	-1%	-$2.11K	﹤0.01%	3583
2025 Q2	$156K	Sell	73,377 -17,418	-19%	-$35.5K	﹤0.01%	3315
2025 Q1	$192K	Sell	90,795 -555	-0.6%	-$1.19K	﹤0.01%	3086
2024 Q4	$195K	Buy	91,350 +555	+0.6%	+$1.22K	﹤0.01%	2979
2024 Q3	$206K	Hold	90,795	–	–	﹤0.01%	2812
2024 Q2	$183K	Hold	90,795	–	–	﹤0.01%	2698
2024 Q1	$183K	Sell	90,795 -18,558	-17%	-$37K	﹤0.01%	2595
2023 Q4	$217K	Sell	109,353 -7,630	-7%	-$14.4K	﹤0.01%	2353
2023 Q3	$220K	Hold	116,983	–	–	﹤0.01%	2172
2023 Q2	$221K	Hold	116,983	–	–	﹤0.01%	2141
2023 Q1	$221K	Hold	116,983	–	–	﹤0.01%	2049
2022 Q4	$206K	Hold	116,983	–	–	﹤0.01%	2002
2022 Q3	$206K	Hold	116,983	–	–	﹤0.01%	1897
2022 Q2	$221K	Hold	116,983	–	–	﹤0.01%	1818
2022 Q1	$255K	Sell	116,983 -5,000	-4%	-$11.4K	﹤0.01%	1737
2021 Q4	$301K	Hold	121,983	–	–	﹤0.01%	1621
2021 Q3	$301K	Hold	121,983	–	–	﹤0.01%	1586
2021 Q2	$306K	Sell	121,983 -1,200	-1%	-$2.96K	﹤0.01%	1552
2021 Q1	$297K	Buy	123,183 +105,478	+596%	+$247K	﹤0.01%	1802
2020 Q4	$40K	Buy	17,705 +400	+2%	+$889	﹤0.01%	2126
2020 Q3	$37K	Sell	17,305 -1,000	-5%	-$2.09K	﹤0.01%	1928
2020 Q2	$37K	Hold	18,305	–	–	﹤0.01%	1785
2020 Q1	$33K	Hold	18,305	–	–	﹤0.01%	1675
2019 Q4	$46K	Buy	18,305 +8,136	+80%	+$20.5K	﹤0.01%	1829
2019 Q3	$26K	Hold	10,169	–	–	﹤0.01%	1843
2019 Q2	$25K	Buy	+10,169	New	+$25.5K	﹤0.01%	1872
2018 Q2	–	Sell	-11,601	Closed	-$31K	–	2083
2018 Q1	$31K	Hold	11,601	–	–	﹤0.01%	1862
2017 Q4	$33K	Hold	11,601	–	–	﹤0.01%	1824
2017 Q3	$33K	Hold	11,601	–	–	﹤0.01%	1810
2017 Q2	$33K	Buy	11,601 +1,932	+20%	+$5.41K	﹤0.01%	2826
2017 Q1	$26K	Buy	9,669 +500	+5%	+$1.35K	﹤0.01%	2943
2016 Q4	$24K	Hold	9,169	–	–	﹤0.01%	2954
2016 Q3	$24K	Sell	9,169 -2,187	-19%	-$5.6K	﹤0.01%	2924
2016 Q2	$27K	Buy	11,356 +851	+8%	+$2K	﹤0.01%	2572
2016 Q1	$24K	Sell	10,505 -1,689	-14%	-$3.59K	﹤0.01%	2619
2015 Q4	$28K	Buy	12,194 +97	+0.8%	+$225	﹤0.01%	2588
2015 Q3	$27K	Buy	12,097 +93	+0.8%	+$225	﹤0.01%	2490
2015 Q2	$31K	Buy	12,004 +3,035	+34%	+$8.43K	﹤0.01%	1051
2015 Q1	$25K	Sell	8,969 -3,000	-25%	-$8.31K	﹤0.01%	2544
2014 Q4	$34K	Sell	11,969 -8,035	-40%	-$24.1K	﹤0.01%	2260
2014 Q3	$62K	Sell	20,004 -9,965	-33%	-$31.6K	﹤0.01%	1769
2014 Q2	$97K	Sell	29,969 -5,263	-15%	-$17K	﹤0.01%	1449
2014 Q1	$112K	Sell	35,232 -41,937	-54%	-$132K	﹤0.01%	1334
2013 Q4	$237K	Buy	77,169 +41,000	+113%	+$128K	﹤0.01%	787
2013 Q3	$110K	Sell	36,169 -8,119	-18%	-$24.8K	﹤0.01%	1060
2013 Q2	$138K	Buy	+44,288	New	+$145K	﹤0.01%	821

Other funds holding DHY

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Creative Planning's DHY Position: Q1 2026 in Review

Creative Planning reduced its Credit Suisse High Yield Credit Fund (DHY) stake by 3% in Q1 2026, selling an estimated $4.24K and leaving 69,208 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Creative Planning first reported a position in DHY in Q2 2013 and has held it in 48 quarters since. The position peaked at $306K in Q2 2021. 72 funds tracked by Wall St. Rank hold DHY as of Q1 2026.

Creative Planning held 69,208 shares of Credit Suisse High Yield Credit Fund worth $131K as of Q1 2026.
Creative Planning sold 2,169 Credit Suisse High Yield Credit Fund shares in Q1 2026, an estimated $4.24K.
Credit Suisse High Yield Credit Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3840 holding.
Creative Planning first reported a position in Credit Suisse High Yield Credit Fund in Q2 2013 and has held it in 48 quarters since.
Creative Planning's Credit Suisse High Yield Credit Fund position peaked at $306K in Q2 2021.
72 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2026.

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