Creative Planning
DOMO icon

Creative Planning’s Domo DOMO Stock Holding History

Creative Planning’s Portfolio DOMO Stock Details DOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,838
Closed -$91.4K – 4135
2025
Q4 		$91.4K Sell
10,838
-20,574
-65% -$242K ﹤0.01% 3728
2025
Q3 		$498K Buy
31,412
+16,050
+104% +$249K ﹤0.01% 2728
2025
Q2 		$215K Buy
15,362
+2,889
+23% +$29.1K ﹤0.01% 3171
2025
Q1 		$96.8K Buy
12,473
+10,074
+420% +$80.7K ﹤0.01% 3260
2024
Q4 		$17K Buy
+2,399
New +$19.4K ﹤0.01% 3354

Other funds holding DOMO

RFM
RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Veradace Capital Management Dallas, Texas $112M AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Prelude Capital Management New York $1.3B AUM 62.01% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return