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 Q2	$528K	Sell	27,798 -4,638	-14%	-$94.6K	﹤0.01%	3137
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's EYE Position: Q2 2026 in Review

Creative Planning reduced its National Vision (EYE) stake by 14% in Q2 2026, selling an estimated $94.6K and leaving 27,798 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

Creative Planning first reported a position in EYE in Q4 2024 and has held it in 6 quarters since. The position peaked at $840K in Q1 2026. 233 funds tracked by Wall St. Rank hold EYE as of Q2 2026.

Creative Planning held 27,798 shares of National Vision worth $528K as of Q2 2026.
Creative Planning sold 4,638 National Vision shares in Q2 2026, an estimated $94.6K.
National Vision made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3137 holding.
Creative Planning first reported a position in National Vision in Q4 2024 and has held it in 6 quarters since.
Creative Planning's National Vision position peaked at $840K in Q1 2026.
233 funds tracked by Wall St. Rank held National Vision as of Q2 2026.

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