Creative Planning
EVEX icon

Creative Planning’s Eve Holding EVEX Stock Holding History

Creative Planning’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
62,715
+33,162
+112% +$95.5K ﹤0.01% 3948
2026
Q1 		$73.3K Buy
29,553
+12,517
+73% +$42.7K ﹤0.01% 3952
2025
Q4 		$68K Sell
17,036
-4,621
-21% -$20.3K ﹤0.01% 3765
2025
Q3 		$82.5K Buy
+21,657
New +$115K ﹤0.01% 3702
2025
Q2 		– Sell
-10,283
Closed -$34.1K – 3722
2025
Q1 		$34.1K Sell
10,283
-5,706
-36% -$24.6K ﹤0.01% 3375
2024
Q4 		$87K Buy
+15,989
New +$60.1K ﹤0.01% 3175

Other funds holding EVEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $385M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Creative Planning's EVEX Position: Q2 2026 in Review

Creative Planning increased its Eve Holding (EVEX) stake by 112% in Q2 2026, buying an estimated $95.5K and bringing the position to 62,715 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #3948.

Creative Planning first reported a position in EVEX in Q4 2024 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • Creative Planning held 62,715 shares of Eve Holding worth $157K as of Q2 2026.
  • Creative Planning bought 33,162 Eve Holding shares in Q2 2026, an estimated $95.5K.
  • Eve Holding made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3948 holding.
  • Creative Planning first reported a position in Eve Holding in Q4 2024 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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