Creative Planning
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Creative Planning’s Molina Healthcare MOH Stock Holding History

Creative Planning’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,000
Closed -$27K – 2012
2019
Q4 		$27K Buy
3,000
+1,000
+50% +$126K ﹤0.01% 1858
2019
Q3 		$6K Buy
+2,000
New +$259K ﹤0.01% 1919
2019
Q1 		– Sell
-2,000
Closed -$6K – 2057
2018
Q4 		$6K Buy
+2,000
New +$262K ﹤0.01% 1860

Other funds holding MOH

Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Creative Planning's MOH Position: Q3 2026 in Review

Creative Planning increased its Molina Healthcare (MOH) stake by 5% in Q3 2026, buying an estimated $596K and bringing the position to 60,938 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #874.

Creative Planning first reported a position in MOH in Q1 2015 and has held it in 38 quarters since. The position peaked at $13.3M in Q2 2026. 397 funds tracked by Wall St. Rank hold MOH as of Q3 2026.

  • Creative Planning held 60,938 shares of Molina Healthcare worth $11.5M as of Q3 2026.
  • Creative Planning bought 2,887 Molina Healthcare shares in Q3 2026, an estimated $596K.
  • Molina Healthcare made up 0.01% of Creative Planning's portfolio in Q3 2026, its #874 holding.
  • Creative Planning first reported a position in Molina Healthcare in Q1 2015 and has held it in 38 quarters since.
  • Creative Planning's Molina Healthcare position peaked at $13.3M in Q2 2026.
  • 397 funds tracked by Wall St. Rank held Molina Healthcare as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.