Creative Planning
FOX icon

Creative Planning’s Fox Class B FOX Stock Holding History

Creative Planning’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Buy
5,695
+1,945
+52% +$112K ﹤0.01% 3423
2025
Q4 		$243K Buy
+3,750
New +$219K ﹤0.01% 3396

Other funds holding FOX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's FOX Position: Q1 2026 in Review

Creative Planning increased its Fox Class B (FOX) stake by 52% in Q1 2026, buying an estimated $112K and bringing the position to 5,695 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

Creative Planning first reported a position in FOX in Q4 2025 and has held it in 2 quarters since. 528 funds tracked by Wall St. Rank hold FOX as of Q1 2026.

  • Creative Planning held 5,695 shares of Fox Class B worth $302K as of Q1 2026.
  • Creative Planning bought 1,945 Fox Class B shares in Q1 2026, an estimated $112K.
  • Fox Class B made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3423 holding.
  • Creative Planning first reported a position in Fox Class B in Q4 2025 and has held it in 2 quarters since.
  • 528 funds tracked by Wall St. Rank held Fox Class B as of Q1 2026.

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