Creative Planning
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Creative Planning’s Fox Factory Holding Corp FOXF Stock Holding History

Creative Planning’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
20,945
+998
+5% +$17.4K ﹤0.01% 3443
2026
Q1 		$328K Buy
19,947
+3,076
+18% +$55.6K ﹤0.01% 3356
2025
Q4 		$289K Buy
16,871
+6,900
+69% +$132K ﹤0.01% 3271
2025
Q3 		$242K Buy
9,971
+1,040
+12% +$29.3K ﹤0.01% 3314
2025
Q2 		$232K Sell
8,931
-17,946
-67% -$421K ﹤0.01% 3110
2025
Q1 		$627K Buy
26,877
+26,844
+81,345% +$719K ﹤0.01% 2088
2024
Q4 		$999 Buy
+33
New +$1.14K ﹤0.01% 3519
2024
Q3 		– Sell
-9,053
Closed -$436K – 3236
2024
Q2 		$436K Buy
9,053
+4,890
+117% +$221K ﹤0.01% 2050
2024
Q1 		$217K Buy
+4,163
New +$246K ﹤0.01% 2515
2023
Q4 		– Sell
-2,254
Closed -$223K – 2877
2023
Q3 		$223K Buy
2,254
+209
+10% +$22.3K ﹤0.01% 2159
2023
Q2 		$222K Buy
2,045
+273
+15% +$27.9K ﹤0.01% 2138
2023
Q1 		$215K Buy
+1,772
New +$203K ﹤0.01% 2073
2019
Q4 		– Sell
-13,770
Closed -$857K – 2041
2019
Q3 		$857K Buy
+13,770
New +$1.02M ﹤0.01% 826
2017
Q3 		– Sell
-10
Closed – – 2531
2017
Q2 		$0 Hold
10
– – ﹤0.01% 4679
2017
Q1 		$0 Sell
10
-4,749
-100% -$129K ﹤0.01% 4730
2016
Q4 		$132K Sell
4,759
-189
-4% -$4.51K ﹤0.01% 1677
2016
Q3 		$114K Buy
+4,948
New +$97.4K ﹤0.01% 1760
2016
Q1 		– Sell
-223
Closed -$4K – 4389
2015
Q4 		$4K Buy
+223
New +$3.95K ﹤0.01% 3777
2014
Q1 		– Sell
-100
Closed -$2K – 3672
2013
Q4 		$2K Buy
+100
New +$1.77K ﹤0.01% 3089

Other funds holding FOXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Creative Planning's FOXF Position: Q2 2026 in Review

Creative Planning increased its Fox Factory Holding Corp (FOXF) stake by 5% in Q2 2026, buying an estimated $17.4K and bringing the position to 20,945 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #3443.

Creative Planning first reported a position in FOXF in Q4 2013 and has held it in 19 quarters since. The position peaked at $857K in Q3 2019. 208 funds tracked by Wall St. Rank hold FOXF as of Q2 2026.

  • Creative Planning held 20,945 shares of Fox Factory Holding Corp worth $355K as of Q2 2026.
  • Creative Planning bought 998 Fox Factory Holding Corp shares in Q2 2026, an estimated $17.4K.
  • Fox Factory Holding Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3443 holding.
  • Creative Planning first reported a position in Fox Factory Holding Corp in Q4 2013 and has held it in 19 quarters since.
  • Creative Planning's Fox Factory Holding Corp position peaked at $857K in Q3 2019.
  • 208 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q2 2026.

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