Creative Planning
HROW icon

Creative Planning’s Harrow HROW Stock Holding History

Creative Planning’s Portfolio HROW Stock Details HROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$886K Sell
20,863
-1,410
-6% -$52.4K ﹤0.01% 2741
2026
Q1 		$785K Sell
22,273
-2,535
-10% -$111K ﹤0.01% 2658
2025
Q4 		$1.22M Sell
24,808
-8,348
-25% -$350K ﹤0.01% 2127
2025
Q3 		$1.6M Sell
33,156
-4,537
-12% -$171K ﹤0.01% 1724
2025
Q2 		$1.15M Buy
37,693
+6,737
+22% +$181K ﹤0.01% 1731
2025
Q1 		$823K Buy
30,956
+19,115
+161% +$572K ﹤0.01% 1878
2024
Q4 		$397K Sell
11,841
-6,962
-37% -$308K ﹤0.01% 2444
2024
Q3 		$845K Sell
18,803
-10,683
-36% -$361K ﹤0.01% 1653
2024
Q2 		$616K Buy
29,486
+14,500
+97% +$217K ﹤0.01% 1788
2024
Q1 		$198K Buy
14,986
+4,585
+44% +$48.9K ﹤0.01% 2570
2023
Q4 		$116K Buy
+10,401
New +$123K ﹤0.01% 2552
2017
Q3 		– Sell
-1,250
Closed -$4K – 2702
2017
Q2 		$4K Buy
1,250
+500
+67% +$1.85K ﹤0.01% 4095
2017
Q1 		$3K Hold
750
– – ﹤0.01% 4161
2016
Q4 		$2K Hold
750
– – ﹤0.01% 4266
2016
Q3 		$3K Hold
750
– – ﹤0.01% 4095
2016
Q2 		$3K Hold
750
– – ﹤0.01% 3884
2016
Q1 		$3K Hold
750
– – ﹤0.01% 3803
2015
Q4 		$5K Hold
750
– – ﹤0.01% 3671
2015
Q3 		$5K Buy
+750
New +$5.79K ﹤0.01% 3607
2015
Q2 		– Sell
-750
Closed -$6K – 1919
2015
Q1 		$6K Hold
750
– – ﹤0.01% 3463
2014
Q4 		$6K Buy
+750
New +$6.09K ﹤0.01% 3401

Other funds holding HROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Creative Planning's HROW Position: Q2 2026 in Review

Creative Planning reduced its Harrow (HROW) stake by 6.3% in Q2 2026, selling an estimated $52.4K and leaving 20,863 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Creative Planning first reported a position in HROW in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.6M in Q3 2025. 223 funds tracked by Wall St. Rank hold HROW as of Q2 2026.

  • Creative Planning held 20,863 shares of Harrow worth $886K as of Q2 2026.
  • Creative Planning sold 1,410 Harrow shares in Q2 2026, an estimated $52.4K.
  • Harrow made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2741 holding.
  • Creative Planning first reported a position in Harrow in Q4 2014 and has held it in 21 quarters since.
  • Creative Planning's Harrow position peaked at $1.6M in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Harrow as of Q2 2026.

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