Creative Planning
FRPT icon

Creative Planning’s Freshpet FRPT Stock Holding History

Creative Planning’s Portfolio FRPT Stock Details FRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Sell
4,093
-9,631
-70% -$551K ﹤0.01% 3741
2026
Q1 		$809K Buy
13,724
+303
+2% +$21.3K ﹤0.01% 2634
2025
Q4 		$818K Buy
13,421
+6,033
+82% +$342K ﹤0.01% 2451
2025
Q3 		$407K Buy
+7,388
New +$458K ﹤0.01% 2901
2025
Q1 		– Sell
-2,084
Closed -$309K – 3560
2024
Q4 		$309K Buy
2,084
+344
+20% +$50.1K ﹤0.01% 2642
2024
Q3 		$238K Sell
1,740
-94
-5% -$12.3K ﹤0.01% 2712
2024
Q2 		$237K Buy
+1,834
New +$220K ﹤0.01% 2548
2023
Q2 		– Sell
-8
Closed -$530 – 2717
2023
Q1 		$530 Buy
+8
New +$491 ﹤0.01% 2575
2017
Q3 		– Sell
-100
Closed -$2K – 2540
2017
Q2 		$2K Hold
100
– – ﹤0.01% 4293
2017
Q1 		$1K Hold
100
– – ﹤0.01% 4434
2016
Q4 		$1K Hold
100
– – ﹤0.01% 4424
2016
Q3 		$1K Hold
100
– – ﹤0.01% 4373
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4157
2016
Q1 		$1K Sell
100
-400
-80% -$2.79K ﹤0.01% 4111
2015
Q4 		$4K Hold
500
– – ﹤0.01% 3778
2015
Q3 		$5K Buy
+500
New +$7.24K ﹤0.01% 3600
2015
Q2 		– Sell
-5,400
Closed -$105K – 1764
2015
Q1 		$105K Buy
5,400
+5,000
+1,250% +$83.8K ﹤0.01% 1548
2014
Q4 		$7K Buy
+400
New +$6.89K ﹤0.01% 3307

Other funds holding FRPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's FRPT Position: Q2 2026 in Review

Creative Planning reduced its Freshpet (FRPT) stake by 70% in Q2 2026, selling an estimated $551K and leaving 4,093 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.

Creative Planning first reported a position in FRPT in Q4 2014 and has held it in 18 quarters since. The position peaked at $818K in Q4 2025. 317 funds tracked by Wall St. Rank hold FRPT as of Q2 2026.

  • Creative Planning held 4,093 shares of Freshpet worth $242K as of Q2 2026.
  • Creative Planning sold 9,631 Freshpet shares in Q2 2026, an estimated $551K.
  • Freshpet made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3741 holding.
  • Creative Planning first reported a position in Freshpet in Q4 2014 and has held it in 18 quarters since.
  • Creative Planning's Freshpet position peaked at $818K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Freshpet as of Q2 2026.

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