Creative Planning
NOAH

Creative Planning’s Noah Holdings NOAH Stock Holding History

Creative Planning’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101K Sell
10,211
-4,185
-29% -$48K ﹤0.01% 3900
2025
Q4 		$145K Buy
14,396
+1,880
+15% +$20.4K ﹤0.01% 3640
2025
Q3 		$145K Buy
12,516
+1,195
+11% +$14.3K ﹤0.01% 3587
2025
Q2 		$135K Sell
11,321
-5,156
-31% -$52K ﹤0.01% 3363
2025
Q1 		$156K Sell
16,477
-648
-4% -$7.09K ﹤0.01% 3146
2024
Q4 		$201K Buy
17,125
+381
+2% +$4.72K ﹤0.01% 2970
2024
Q3 		$206K Buy
+16,744
New +$139K ﹤0.01% 2808
2023
Q1 		– Sell
-10,826
Closed -$168K – 2728
2022
Q4 		$168K Buy
+10,826
New +$158K ﹤0.01% 2058
2017
Q3 		– Sell
-100
Closed -$3K – 3080
2017
Q2 		$3K Buy
+100
New +$2.65K ﹤0.01% 4191
2017
Q1 		– Sell
-135
Closed -$3K – 4828
2016
Q4 		$3K Buy
+135
New +$3.25K ﹤0.01% 4157
2015
Q4 		– Sell
-600
Closed -$14K – 4520
2015
Q3 		$14K Buy
+600
New +$13.8K ﹤0.01% 2998
2014
Q4 		– Sell
-1,000
Closed -$13K – 4286
2014
Q3 		$13K Hold
1,000
– – ﹤0.01% 2801
2014
Q2 		$14K Sell
1,000
-100
-9% -$1.37K ﹤0.01% 2704
2014
Q1 		$16K Buy
+1,100
New +$16.7K ﹤0.01% 2512
2013
Q4 		– Sell
-469
Closed -$8K – 3414
2013
Q3 		$8K Buy
+469
New +$6.56K ﹤0.01% 2557

Other funds holding NOAH

YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's NOAH Position: Q1 2026 in Review

Creative Planning reduced its Noah Holdings (NOAH) stake by 29% in Q1 2026, selling an estimated $48K and leaving 10,211 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3900.

Creative Planning first reported a position in NOAH in Q3 2013 and has held it in 15 quarters since. The position peaked at $206K in Q3 2024. 86 funds tracked by Wall St. Rank hold NOAH as of Q1 2026.

  • Creative Planning held 10,211 shares of Noah Holdings worth $101K as of Q1 2026.
  • Creative Planning sold 4,185 Noah Holdings shares in Q1 2026, an estimated $48K.
  • Noah Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3900 holding.
  • Creative Planning first reported a position in Noah Holdings in Q3 2013 and has held it in 15 quarters since.
  • Creative Planning's Noah Holdings position peaked at $206K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Noah Holdings as of Q1 2026.

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