Creative Planning
KOPN icon

Creative Planning’s Kopin KOPN Stock Holding History

Creative Planning’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
53,992
+13,731
+34% +$33.2K ﹤0.01% 3857
2025
Q4 		$94.2K Buy
40,261
+18,450
+85% +$53.3K ﹤0.01% 3723
2025
Q3 		$53K Buy
21,811
+11,224
+106% +$22.9K ﹤0.01% 3752
2025
Q2 		$16.2K Sell
10,587
-4,351
-29% -$5.67K ﹤0.01% 3601
2025
Q1 		$13.9K Sell
14,938
-550
-4% -$809 ﹤0.01% 3417
2024
Q4 		$21.1K Sell
15,488
-3,230
-17% -$3.1K ﹤0.01% 3336
2024
Q3 		$13.7K Hold
18,718
– – ﹤0.01% 3160
2024
Q2 		$15.7K Buy
18,718
+7,730
+70% +$7.53K ﹤0.01% 2998
2024
Q1 		$19.8K Sell
10,988
-24,019
-69% -$53.4K ﹤0.01% 2836
2023
Q4 		$71.1K Hold
35,007
– – ﹤0.01% 2614
2023
Q3 		$42.7K Hold
35,007
– – ﹤0.01% 2500
2023
Q2 		$75.3K Buy
+35,007
New +$52.5K ﹤0.01% 2394
2021
Q2 		– Sell
-40,248
Closed -$422K – 2346
2021
Q1 		$422K Buy
40,248
+10,512
+35% +$79.5K ﹤0.01% 1552
2020
Q4 		$72K Buy
29,736
+1,400
+5% +$2.28K ﹤0.01% 2068
2020
Q3 		$39K Buy
+28,336
New +$43.7K ﹤0.01% 1925
2017
Q3 		– Sell
-1,179
Closed -$4K – 2866
2017
Q2 		$4K Hold
1,179
– – ﹤0.01% 4102
2017
Q1 		$5K Hold
1,179
– – ﹤0.01% 3959
2016
Q4 		$3K Hold
1,179
– – ﹤0.01% 4151
2016
Q3 		$3K Hold
1,179
– – ﹤0.01% 4103
2016
Q2 		$3K Buy
1,179
+999
+555% +$1.93K ﹤0.01% 3895
2016
Q1 		$0 Hold
180
– – ﹤0.01% 4434
2015
Q4 		$0 Buy
+180
New +$528 ﹤0.01% 4500
2013
Q4 		– Sell
-200
Closed -$1K – 3390
2013
Q3 		$1K Hold
200
– – ﹤0.01% 3092
2013
Q2 		$1K Buy
+200
New +$690 ﹤0.01% 2945

Other funds holding KOPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Creative Planning's KOPN Position: Q1 2026 in Review

Creative Planning increased its Kopin (KOPN) stake by 34% in Q1 2026, buying an estimated $33.2K and bringing the position to 53,992 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #3857.

Creative Planning first reported a position in KOPN in Q2 2013 and has held it in 24 quarters since. The position peaked at $422K in Q1 2021. 158 funds tracked by Wall St. Rank hold KOPN as of Q1 2026.

  • Creative Planning held 53,992 shares of Kopin worth $121K as of Q1 2026.
  • Creative Planning bought 13,731 Kopin shares in Q1 2026, an estimated $33.2K.
  • Kopin made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3857 holding.
  • Creative Planning first reported a position in Kopin in Q2 2013 and has held it in 24 quarters since.
  • Creative Planning's Kopin position peaked at $422K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Kopin as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.