Creative Planning’s Mama's Creations MAMA Stock Holding History

Creative Planning’s Portfolio MAMA Stock Details MAMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$512K	Buy	28,666 +84	+0.3%	+$1.27K	﹤0.01%	3164
2026 Q1	$438K	Buy	28,582 +2,804	+11%	+$42.6K	﹤0.01%	3128
2025 Q4	$348K	Buy	25,778 +239	+0.9%	+$2.75K	﹤0.01%	3141
2025 Q3	$268K	Buy	25,539 +8,609	+51%	+$78K	﹤0.01%	3234
2025 Q2	$141K	Buy	+16,930	New	+$122K	﹤0.01%	3353

Other funds holding MAMA

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's MAMA Position: Q2 2026 in Review

Creative Planning increased its Mama's Creations (MAMA) stake by 0.29% in Q2 2026, buying an estimated $1.27K and bringing the position to 28,666 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Creative Planning first reported a position in MAMA in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold MAMA as of Q2 2026.

Creative Planning held 28,666 shares of Mama's Creations worth $512K as of Q2 2026.
Creative Planning bought 84 Mama's Creations shares in Q2 2026, an estimated $1.27K.
Mama's Creations made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3164 holding.
Creative Planning first reported a position in Mama's Creations in Q2 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Mama's Creations as of Q2 2026.

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