Creative Planning
EYE icon

Creative Planning’s National Vision EYE Stock Holding History

Creative Planning’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$840K Buy
32,436
+4,124
+15% +$112K ﹤0.01% 2601
2025
Q4 		$731K Buy
28,312
+4,730
+20% +$127K ﹤0.01% 2528
2025
Q3 		$688K Buy
23,582
+6,436
+38% +$158K ﹤0.01% 2446
2025
Q2 		$395K Buy
+17,146
New +$292K ﹤0.01% 2668
2025
Q1 		– Sell
-1,151
Closed -$12K – 3549
2024
Q4 		$12K Buy
+1,151
New +$12.6K ﹤0.01% 3376

Other funds holding EYE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return