Creative Planning
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Creative Planning’s PACS Group PACS Stock Holding History

Creative Planning’s Portfolio PACS Stock Details PACS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
26,470
+5,749
+28% +$207K ﹤0.01% 2542
2026
Q1 		$666K Sell
20,721
-4,240
-17% -$156K ﹤0.01% 2794
2025
Q4 		$958K Buy
24,961
+6,195
+33% +$136K ﹤0.01% 2317
2025
Q3 		$258K Sell
18,766
-705
-4% -$8.27K ﹤0.01% 3270
2025
Q2 		$252K Buy
+19,471
New +$202K ﹤0.01% 3052
2025
Q1 		– Sell
-207
Closed -$2.71K – 3762
2024
Q4 		$2.71K Buy
+207
New +$5.31K ﹤0.01% 3446

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's PACS Position: Q2 2026 in Review

Creative Planning increased its PACS Group (PACS) stake by 28% in Q2 2026, buying an estimated $207K and bringing the position to 26,470 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Creative Planning first reported a position in PACS in Q4 2024 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Creative Planning held 26,470 shares of PACS Group worth $1.13M as of Q2 2026.
  • Creative Planning bought 5,749 PACS Group shares in Q2 2026, an estimated $207K.
  • PACS Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2542 holding.
  • Creative Planning first reported a position in PACS Group in Q4 2024 and has held it in 6 quarters since.
  • 240 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

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