Creative Planning
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Creative Planning’s Fox Class A FOXA Stock Holding History

Creative Planning’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7M Buy
242,959
+58,647
+32% +$3.62M 0.01% 723
2026
Q1 		$10.8M Buy
184,312
+41,345
+29% +$2.64M 0.01% 658
2025
Q4 		$10.4M Buy
142,967
+65,101
+84% +$4.25M 0.01% 603
2025
Q3 		$4.91M Buy
77,866
+27,513
+55% +$1.59M ﹤0.01% 896
2025
Q2 		$2.82M Buy
50,353
+1,918
+4% +$101K ﹤0.01% 1074
2025
Q1 		$2.74M Buy
48,435
+9,677
+25% +$512K ﹤0.01% 993
2024
Q4 		$1.88M Buy
38,758
+4,141
+12% +$186K ﹤0.01% 1167
2024
Q3 		$1.47M Buy
34,617
+5,340
+18% +$207K ﹤0.01% 1261
2024
Q2 		$1.01M Buy
29,277
+15,921
+119% +$520K ﹤0.01% 1394
2024
Q1 		$418K Buy
13,356
+5,908
+79% +$179K ﹤0.01% 1995
2023
Q4 		$221K Sell
7,448
-2,184
-23% -$66.1K ﹤0.01% 2339
2023
Q3 		$301K Sell
9,632
-750
-7% -$24.6K ﹤0.01% 1942
2023
Q2 		$353K Buy
10,382
+2,591
+33% +$84.8K ﹤0.01% 1783
2023
Q1 		$265K Buy
7,791
+520
+7% +$17.6K ﹤0.01% 1905
2022
Q4 		$221K Sell
7,271
-4,206
-37% -$128K ﹤0.01% 1956
2022
Q3 		$352K Buy
11,477
+4,971
+76% +$168K ﹤0.01% 1544
2022
Q2 		$209K Buy
6,506
+6,499
+92,843% +$229K ﹤0.01% 1852
2022
Q1 		$0 Buy
+7
New +$284 ﹤0.01% 2380
2019
Q2 		– Sell
-7,326
Closed -$269K – 2051
2019
Q1 		$269K Buy
+7,326
New +$285K ﹤0.01% 1390

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Creative Planning's FOXA Position: Q2 2026 in Review

Creative Planning increased its Fox Class A (FOXA) stake by 32% in Q2 2026, buying an estimated $3.62M and bringing the position to 242,959 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #723.

Creative Planning first reported a position in FOXA in Q1 2019 and has held it in 19 quarters since. 737 funds tracked by Wall St. Rank hold FOXA as of Q2 2026.

  • Creative Planning held 242,959 shares of Fox Class A worth $12.7M as of Q2 2026.
  • Creative Planning bought 58,647 Fox Class A shares in Q2 2026, an estimated $3.62M.
  • Fox Class A made up 0.01% of Creative Planning's portfolio in Q2 2026, its #723 holding.
  • Creative Planning first reported a position in Fox Class A in Q1 2019 and has held it in 19 quarters since.
  • 737 funds tracked by Wall St. Rank held Fox Class A as of Q2 2026.

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