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
Q2 		$225K Sell
50,275
-3,717
-7% -$16.2K ﹤0.01% 3794
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's KOPN Position: Q2 2026 in Review

Creative Planning reduced its Kopin (KOPN) stake by 6.9% in Q2 2026, selling an estimated $16.2K and leaving 50,275 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Creative Planning first reported a position in KOPN in Q2 2013 and has held it in 25 quarters since. The position peaked at $422K in Q1 2021. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • Creative Planning held 50,275 shares of Kopin worth $225K as of Q2 2026.
  • Creative Planning sold 3,717 Kopin shares in Q2 2026, an estimated $16.2K.
  • Kopin made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3794 holding.
  • Creative Planning first reported a position in Kopin in Q2 2013 and has held it in 25 quarters since.
  • Creative Planning's Kopin position peaked at $422K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

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