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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $211M AUM
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Creative Planning's EVEX Position: Q1 2026 in Review

Creative Planning increased its Eve Holding (EVEX) stake by 73% in Q1 2026, buying an estimated $42.7K and bringing the position to 29,553 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Creative Planning first reported a position in EVEX in Q4 2024 and has held it in 5 quarters since. The position peaked at $87K in Q4 2024. 142 funds tracked by Wall St. Rank hold EVEX as of Q1 2026.

  • Creative Planning held 29,553 shares of Eve Holding worth $73.3K as of Q1 2026.
  • Creative Planning bought 12,517 Eve Holding shares in Q1 2026, an estimated $42.7K.
  • Eve Holding made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3952 holding.
  • Creative Planning first reported a position in Eve Holding in Q4 2024 and has held it in 5 quarters since.
  • Creative Planning's Eve Holding position peaked at $87K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Eve Holding as of Q1 2026.

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