Creative Planning
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Creative Planning’s FormFactor FORM Stock Holding History

Creative Planning’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.03M Buy
62,132
+17,965
+41% +$1.55M ﹤0.01% 1053
2025
Q4 		$2.46M Buy
44,167
+14,197
+47% +$715K ﹤0.01% 1561
2025
Q3 		$1.09M Sell
29,970
-1,969
-6% -$63.4K ﹤0.01% 2034
2025
Q2 		$1.1M Buy
31,939
+11,732
+58% +$356K ﹤0.01% 1774
2025
Q1 		$572K Buy
20,207
+7,694
+61% +$283K ﹤0.01% 2169
2024
Q4 		$551K Sell
12,513
-2,371
-16% -$102K ﹤0.01% 2134
2024
Q3 		$685K Buy
14,884
+4,684
+46% +$234K ﹤0.01% 1836
2024
Q2 		$617K Buy
10,200
+3,720
+57% +$194K ﹤0.01% 1786
2024
Q1 		$296K Buy
6,480
+1,102
+20% +$45.9K ﹤0.01% 2263
2023
Q4 		$224K Buy
+5,378
New +$197K ﹤0.01% 2327
2023
Q2 		– Sell
-17
Closed -$542 – 2714
2023
Q1 		$542 Buy
+17
New +$487 ﹤0.01% 2573
2017
Q3 		– Sell
-3,800
Closed -$47K – 2529
2017
Q2 		$47K Hold
3,800
– – ﹤0.01% 2556
2017
Q1 		$45K Buy
3,800
+500
+15% +$5.8K ﹤0.01% 2551
2016
Q4 		$37K Sell
3,300
-1,080
-25% -$11.5K ﹤0.01% 2629
2016
Q3 		$48K Hold
4,380
– – ﹤0.01% 2395
2016
Q2 		$39K Buy
4,380
+1,080
+33% +$8.13K ﹤0.01% 2315
2016
Q1 		$24K Hold
3,300
– – ﹤0.01% 2623
2015
Q4 		$30K Hold
3,300
– – ﹤0.01% 2525
2015
Q3 		$22K Buy
+3,300
New +$23.1K ﹤0.01% 2650
2015
Q2 		– Sell
-3,300
Closed -$29K – 1758
2015
Q1 		$29K Sell
3,300
-303
-8% -$2.63K ﹤0.01% 2425
2014
Q4 		$31K Buy
3,603
+303
+9% +$2.38K ﹤0.01% 2319
2014
Q3 		$24K Sell
3,300
-200
-6% -$1.49K ﹤0.01% 2415
2014
Q2 		$29K Buy
3,500
+200
+6% +$1.33K ﹤0.01% 2247
2014
Q1 		$21K Hold
3,300
– – ﹤0.01% 2332
2013
Q4 		$20K Hold
3,300
– – ﹤0.01% 2183
2013
Q3 		$23K Hold
3,300
– – ﹤0.01% 2011
2013
Q2 		$22K Buy
+3,300
New +$18.1K ﹤0.01% 1865

Other funds holding FORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's FORM Position: Q1 2026 in Review

Creative Planning increased its FormFactor (FORM) stake by 41% in Q1 2026, buying an estimated $1.55M and bringing the position to 62,132 shares worth $6.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Creative Planning first reported a position in FORM in Q2 2013 and has held it in 27 quarters since. 393 funds tracked by Wall St. Rank hold FORM as of Q1 2026.

  • Creative Planning held 62,132 shares of FormFactor worth $6.03M as of Q1 2026.
  • Creative Planning bought 17,965 FormFactor shares in Q1 2026, an estimated $1.55M.
  • FormFactor made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1053 holding.
  • Creative Planning first reported a position in FormFactor in Q2 2013 and has held it in 27 quarters since.
  • 393 funds tracked by Wall St. Rank held FormFactor as of Q1 2026.

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