Creative Planning
HAYW icon

Creative Planning’s Hayward Holdings HAYW Stock Holding History

Creative Planning’s Portfolio HAYW Stock Details HAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$935K Sell
54,011
-7,669
-12% -$112K ﹤0.01% 2692
2026
Q1 		$825K Sell
61,680
-5,170
-8% -$80.4K ﹤0.01% 2617
2025
Q4 		$1.03M Buy
66,850
+38,980
+140% +$616K ﹤0.01% 2254
2025
Q3 		$421K Buy
+27,870
New +$427K ﹤0.01% 2863
2025
Q1 		– Sell
-10,331
Closed -$158K – 3578
2024
Q4 		$158K Buy
+10,331
New +$162K ﹤0.01% 3047

Other funds holding HAYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's HAYW Position: Q2 2026 in Review

Creative Planning reduced its Hayward Holdings (HAYW) stake by 12% in Q2 2026, selling an estimated $112K and leaving 54,011 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Creative Planning first reported a position in HAYW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 284 funds tracked by Wall St. Rank hold HAYW as of Q2 2026.

  • Creative Planning held 54,011 shares of Hayward Holdings worth $935K as of Q2 2026.
  • Creative Planning sold 7,669 Hayward Holdings shares in Q2 2026, an estimated $112K.
  • Hayward Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2692 holding.
  • Creative Planning first reported a position in Hayward Holdings in Q4 2024 and has held it in 5 quarters since.
  • Creative Planning's Hayward Holdings position peaked at $1.03M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Hayward Holdings as of Q2 2026.

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