Creative Planning
DVLT icon

Creative Planning’s Datavault AI DVLT Stock Holding History

Creative Planning’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.2K Hold
266,320
– – ﹤0.01% 4050
2026
Q1 		$165K Buy
266,320
+150,230
+129% +$114K ﹤0.01% 3795
2025
Q4 		$74.5K Buy
+116,090
New +$203K ﹤0.01% 3752

Other funds holding DVLT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's DVLT Position: Q2 2026 in Review

Creative Planning held its Datavault AI (DVLT) position steady in Q2 2026 at 266,320 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

Creative Planning first reported a position in DVLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $165K in Q1 2026. 97 funds tracked by Wall St. Rank hold DVLT as of Q2 2026.

  • Creative Planning held 266,320 shares of Datavault AI worth $93.2K as of Q2 2026.
  • Creative Planning left its Datavault AI share count unchanged in Q2 2026.
  • Datavault AI made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4050 holding.
  • Creative Planning first reported a position in Datavault AI in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Datavault AI position peaked at $165K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Datavault AI as of Q2 2026.

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