Creative Planning
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Creative Planning’s Ecovyst ECVT Stock Holding History

Creative Planning’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$508K Buy
39,503
+8,090
+26% +$91.4K ﹤0.01% 3019
2025
Q4 		$306K Buy
31,413
+2,791
+10% +$24.4K ﹤0.01% 3227
2025
Q3 		$251K Buy
28,622
+1,311
+5% +$11.6K ﹤0.01% 3290
2025
Q2 		$225K Sell
27,311
-33,521
-55% -$235K ﹤0.01% 3141
2025
Q1 		$377K Buy
60,832
+2,412
+4% +$17.9K ﹤0.01% 2557
2024
Q4 		$446K Buy
58,420
+13,096
+29% +$96.8K ﹤0.01% 2335
2024
Q3 		$310K Buy
+45,324
New +$345K ﹤0.01% 2492

Other funds holding ECVT

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Creative Planning's ECVT Position: Q1 2026 in Review

Creative Planning increased its Ecovyst (ECVT) stake by 26% in Q1 2026, buying an estimated $91.4K and bringing the position to 39,503 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Creative Planning first reported a position in ECVT in Q3 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold ECVT as of Q1 2026.

  • Creative Planning held 39,503 shares of Ecovyst worth $508K as of Q1 2026.
  • Creative Planning bought 8,090 Ecovyst shares in Q1 2026, an estimated $91.4K.
  • Ecovyst made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3019 holding.
  • Creative Planning first reported a position in Ecovyst in Q3 2024 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held Ecovyst as of Q1 2026.

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