Creative Planning
MOMO

Creative Planning’s Hello Group MOMO Stock Holding History

Creative Planning’s Portfolio MOMO Stock Details MOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331K Buy
57,096
+26,789
+88% +$160K ﹤0.01% 3500
2026
Q1 		$175K Sell
30,307
-27,343
-47% -$177K ﹤0.01% 3775
2025
Q4 		$378K Buy
57,650
+45,930
+392% +$316K ﹤0.01% 3075
2025
Q3 		$87K Sell
11,720
-697
-6% -$5.7K ﹤0.01% 3694
2025
Q2 		$105K Sell
12,417
-24,873
-67% -$163K ﹤0.01% 3419
2025
Q1 		$235K Buy
37,290
+1,810
+5% +$13.1K ﹤0.01% 2937
2024
Q4 		$274K Buy
35,480
+3,112
+10% +$22.1K ﹤0.01% 2735
2024
Q3 		$246K Buy
32,368
+795
+3% +$5.27K ﹤0.01% 2689
2024
Q2 		$193K Sell
31,573
-8,446
-21% -$49.3K ﹤0.01% 2683
2024
Q1 		$249K Buy
40,019
+18,758
+88% +$119K ﹤0.01% 2405
2023
Q4 		$148K Sell
21,261
-2,565
-11% -$17.8K ﹤0.01% 2509
2023
Q3 		$166K Buy
23,826
+2,891
+14% +$26.6K ﹤0.01% 2292
2023
Q2 		$201K Sell
20,935
-270
-1% -$2.37K ﹤0.01% 2212
2023
Q1 		$193K Buy
21,205
+347
+2% +$3.31K ﹤0.01% 2140
2022
Q4 		$187K Buy
+20,858
New +$124K ﹤0.01% 2036
2022
Q3 		– Sell
-10,345
Closed -$52K – 2401
2022
Q2 		$52K Buy
+10,345
New +$54.2K ﹤0.01% 2049
2018
Q4 		– Sell
-9,375
Closed -$411K – 2045
2018
Q3 		$411K Buy
9,375
+200
+2% +$8.75K ﹤0.01% 1204
2018
Q2 		$399K Sell
9,175
-800
-8% -$33.2K ﹤0.01% 1200
2018
Q1 		$373K Buy
+9,975
New +$317K ﹤0.01% 1230
2017
Q4 		– Sell
-33,435
Closed -$1.05M – 1970
2017
Q3 		$1.05M Buy
33,435
+28,515
+580% +$1.13M ﹤0.01% 693
2017
Q2 		$182K Buy
4,920
+1,771
+56% +$67.9K ﹤0.01% 1576
2017
Q1 		$107K Buy
+3,149
New +$84K ﹤0.01% 1906
2016
Q4 		– Sell
-200
Closed -$5K – 4753
2016
Q3 		$5K Buy
+200
New +$3.54K ﹤0.01% 3880

Other funds holding MOMO

AC
Athos Capital Hong Kong $282M AUM 11.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's MOMO Position: Q2 2026 in Review

Creative Planning increased its Hello Group (MOMO) stake by 88% in Q2 2026, buying an estimated $160K and bringing the position to 57,096 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

Creative Planning first reported a position in MOMO in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.05M in Q3 2017. 154 funds tracked by Wall St. Rank hold MOMO as of Q2 2026.

  • Creative Planning held 57,096 shares of Hello Group worth $331K as of Q2 2026.
  • Creative Planning bought 26,789 Hello Group shares in Q2 2026, an estimated $160K.
  • Hello Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3500 holding.
  • Creative Planning first reported a position in Hello Group in Q3 2016 and has held it in 23 quarters since.
  • Creative Planning's Hello Group position peaked at $1.05M in Q3 2017.
  • 154 funds tracked by Wall St. Rank held Hello Group as of Q2 2026.

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