Creative Planning
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Creative Planning’s Nasdaq NDAQ Stock Holding History

Creative Planning’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.7M Buy
149,675
+25,337
+20% +$2.27M 0.01% 590
2025
Q4 		$12.1M Buy
124,338
+31,221
+34% +$2.81M 0.01% 546
2025
Q3 		$8.24M Buy
93,117
+20,021
+27% +$1.85M 0.01% 644
2025
Q2 		$6.54M Buy
73,096
+13,837
+23% +$1.1M 0.01% 672
2025
Q1 		$4.5M Buy
59,259
+2,528
+4% +$199K ﹤0.01% 751
2024
Q4 		$4.39M Buy
56,731
+1,814
+3% +$140K ﹤0.01% 710
2024
Q3 		$4.01M Buy
54,917
+3,475
+7% +$237K ﹤0.01% 725
2024
Q2 		$3.1M Buy
51,442
+351
+0.7% +$21.3K ﹤0.01% 805
2024
Q1 		$3.22M Buy
51,091
+5,153
+11% +$298K ﹤0.01% 771
2023
Q4 		$2.67M Buy
45,938
+4,679
+11% +$247K 0.01% 789
2023
Q3 		$2M Buy
41,259
+5,136
+14% +$260K ﹤0.01% 848
2023
Q2 		$1.8M Buy
36,123
+4,929
+16% +$267K ﹤0.01% 871
2023
Q1 		$1.71M Sell
31,194
-2,478
-7% -$143K ﹤0.01% 844
2022
Q4 		$2.07M Buy
33,672
+6,049
+22% +$377K ﹤0.01% 736
2022
Q3 		$1.57M Buy
27,623
+2,438
+10% +$143K ﹤0.01% 772
2022
Q2 		$1.28M Buy
25,185
+5,568
+28% +$295K ﹤0.01% 871
2022
Q1 		$1.17M Sell
19,617
-543
-3% -$32.1K ﹤0.01% 918
2021
Q4 		$1.41M Sell
20,160
-4,788
-19% -$326K ﹤0.01% 803
2021
Q3 		$1.6M Sell
24,948
-7,965
-24% -$501K ﹤0.01% 751
2021
Q2 		$1.93M Sell
32,913
-15,468
-32% -$851K ﹤0.01% 696
2021
Q1 		$2.38M Sell
48,381
-4,299
-8% -$204K ﹤0.01% 654
2020
Q4 		$2.33M Buy
52,680
+21,426
+69% +$907K 0.01% 609
2020
Q3 		$1.28M Buy
31,254
+2,214
+8% +$94.4K ﹤0.01% 715
2020
Q2 		$1.16M Sell
29,040
-3,099
-10% -$115K ﹤0.01% 692
2020
Q1 		$1.02M Buy
32,139
+579
+2% +$20.5K ﹤0.01% 639
2019
Q4 		$1.13M Buy
31,560
+1,962
+7% +$66.9K ﹤0.01% 733
2019
Q3 		$980K Sell
29,598
-1,185
-4% -$39.4K ﹤0.01% 769
2019
Q2 		$987K Sell
30,783
-33
-0.1% -$1.01K ﹤0.01% 765
2019
Q1 		$899K Sell
30,816
-489
-2% -$13.9K ﹤0.01% 777
2018
Q4 		$851K Buy
31,305
+138
+0.4% +$3.93K ﹤0.01% 727
2018
Q3 		$891K Buy
31,167
+1,263
+4% +$38.9K ﹤0.01% 811
2018
Q2 		$910K Buy
29,904
+525
+2% +$15.8K ﹤0.01% 797
2018
Q1 		$844K Buy
29,379
+1,002
+4% +$27.1K ﹤0.01% 828
2017
Q4 		$727K Buy
28,377
+645
+2% +$16.3K ﹤0.01% 875
2017
Q3 		$717K Buy
27,732
+2,529
+10% +$62.8K ﹤0.01% 868
2017
Q2 		$601K Sell
25,203
-690
-3% -$15.9K ﹤0.01% 926
2017
Q1 		$599K Buy
25,893
+2,454
+10% +$57K ﹤0.01% 898
2016
Q4 		$524K Sell
23,439
-5,547
-19% -$122K ﹤0.01% 896
2016
Q3 		$653K Sell
28,986
-3,705
-11% -$85.6K ﹤0.01% 762
2016
Q2 		$705K Buy
32,691
+4,356
+15% +$93.1K 0.01% 638
2016
Q1 		$627K Buy
28,335
+1,791
+7% +$36.9K ﹤0.01% 670
2015
Q4 		$515K Buy
26,544
+5,457
+26% +$104K ﹤0.01% 742
2015
Q3 		$375K Buy
+21,087
New +$362K ﹤0.01% 863
2015
Q2 		– Sell
-20,346
Closed -$345K – 2330
2015
Q1 		$345K Sell
20,346
-3,660
-15% -$59.6K ﹤0.01% 927
2014
Q4 		$384K Buy
24,006
+90
+0.4% +$1.32K ﹤0.01% 804
2014
Q3 		$338K Buy
23,916
+618
+3% +$8.67K ﹤0.01% 813
2014
Q2 		$300K Sell
23,298
-411
-2% -$5.02K ﹤0.01% 840
2014
Q1 		$292K Buy
23,709
+447
+2% +$5.78K ﹤0.01% 831
2013
Q4 		$309K Buy
23,262
+10,650
+84% +$130K 0.01% 667
2013
Q3 		$135K Sell
12,612
-720
-5% -$7.7K ﹤0.01% 942
2013
Q2 		$146K Buy
+13,332
New +$136K ﹤0.01% 788

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Planning's NDAQ Position: Q1 2026 in Review

Creative Planning increased its Nasdaq (NDAQ) stake by 20% in Q1 2026, buying an estimated $2.27M and bringing the position to 149,675 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #590.

Creative Planning first reported a position in NDAQ in Q2 2013 and has held it in 51 quarters since. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Creative Planning held 149,675 shares of Nasdaq worth $12.7M as of Q1 2026.
  • Creative Planning bought 25,337 Nasdaq shares in Q1 2026, an estimated $2.27M.
  • Nasdaq made up 0.01% of Creative Planning's portfolio in Q1 2026, its #590 holding.
  • Creative Planning first reported a position in Nasdaq in Q2 2013 and has held it in 51 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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