Creative Planning
HCKT icon

Creative Planning’s Hackett Group HCKT Stock Holding History

Creative Planning’s Portfolio HCKT Stock Details HCKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.88M Buy
144,184
+17,046
+13% +$273K ﹤0.01% 1939
2025
Q4 		$2.5M Buy
127,138
+110,909
+683% +$2.1M ﹤0.01% 1541
2025
Q3 		$309K Buy
+16,229
New +$354K ﹤0.01% 3117
2025
Q2 		– Sell
-6,890
Closed -$201K – 3732
2025
Q1 		$201K Buy
+6,890
New +$207K ﹤0.01% 3070
2015
Q4 		– Sell
-285
Closed -$4K – 4477
2015
Q3 		$4K Buy
+285
New +$3.91K ﹤0.01% 3711
2014
Q2 		– Sell
-118,627
Closed -$709K – 3853
2014
Q1 		$709K Hold
118,627
– – 0.01% 489
2013
Q4 		$737K Buy
+118,627
New +$765K 0.01% 393

Other funds holding HCKT

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM