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 Q2	$179K	Sell	16,655 -127,529	-88%	-$1.49M	﹤0.01%	3904
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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's HCKT Position: Q2 2026 in Review

Creative Planning reduced its Hackett Group (HCKT) stake by 88% in Q2 2026, selling an estimated $1.49M and leaving 16,655 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #3904.

Creative Planning first reported a position in HCKT in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2025. 165 funds tracked by Wall St. Rank hold HCKT as of Q2 2026.

Creative Planning held 16,655 shares of Hackett Group worth $179K as of Q2 2026.
Creative Planning sold 127,529 Hackett Group shares in Q2 2026, an estimated $1.49M.
Hackett Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3904 holding.
Creative Planning first reported a position in Hackett Group in Q4 2013 and has held it in 8 quarters since.
Creative Planning's Hackett Group position peaked at $2.5M in Q4 2025.
165 funds tracked by Wall St. Rank held Hackett Group as of Q2 2026.

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