Creative Planning
PARA

Creative Planning’s Paramount Global Class B PARA Stock Holding History

Creative Planning’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-53,459
Closed -$690K – 3991
2025
Q2 		$690K Buy
53,459
+294
+0.6% +$3.44K ﹤0.01% 2174
2025
Q1 		$636K Sell
53,165
-71,496
-57% -$799K ﹤0.01% 2077
2024
Q4 		$1.3M Sell
124,661
-13,372
-10% -$144K ﹤0.01% 1447
2024
Q3 		$1.47M Sell
138,033
-34,904
-20% -$380K ﹤0.01% 1260
2024
Q2 		$1.8M Buy
172,937
+74,535
+76% +$873K ﹤0.01% 1046
2024
Q1 		$1.16M Buy
98,402
+66,853
+212% +$841K ﹤0.01% 1242
2023
Q4 		$467K Sell
31,549
-86,716
-73% -$1.16M ﹤0.01% 1762
2023
Q3 		$1.53M Buy
118,265
+65,599
+125% +$972K ﹤0.01% 973
2023
Q2 		$838K Sell
52,666
-111,164
-68% -$2.01M ﹤0.01% 1226
2023
Q1 		$3.66M Buy
163,830
+119,625
+271% +$2.57M 0.01% 581
2022
Q4 		$746K Buy
44,205
+6,085
+16% +$112K ﹤0.01% 1187
2022
Q3 		$726K Buy
38,120
+13,991
+58% +$336K ﹤0.01% 1118
2022
Q2 		$596K Buy
24,129
+4,286
+22% +$131K ﹤0.01% 1217
2022
Q1 		$750K Sell
19,843
-6,207
-24% -$211K ﹤0.01% 1116
2021
Q4 		$786K Sell
26,050
-59,874
-70% -$2.06M ﹤0.01% 1066
2021
Q3 		$3.4M Buy
85,924
+47,463
+123% +$1.93M 0.01% 522
2021
Q2 		$1.74M Sell
38,461
-1,525
-4% -$63K ﹤0.01% 728
2021
Q1 		$1.8M Sell
39,986
-60,321
-60% -$3.69M ﹤0.01% 772
2020
Q4 		$3.74M Buy
100,307
+8,249
+9% +$265K 0.01% 447
2020
Q3 		$2.58M Buy
92,058
+5,584
+6% +$150K 0.01% 475
2020
Q2 		$2.02M Buy
86,474
+1,623
+2% +$31.3K 0.01% 493
2020
Q1 		$1.19M Buy
84,851
+29,919
+54% +$858K ﹤0.01% 581
2019
Q4 		$2.31M Buy
54,932
+27,254
+98% +$1.06M 0.01% 471
2019
Q3 		$1.12M Buy
27,678
+5,048
+22% +$236K ﹤0.01% 702
2019
Q2 		$1.13M Buy
22,630
+2,239
+11% +$111K ﹤0.01% 717
2019
Q1 		$969K Sell
20,391
-360
-2% -$17.5K ﹤0.01% 746
2018
Q4 		$907K Sell
20,751
-168
-0.8% -$8.93K ﹤0.01% 712
2018
Q3 		$1.2M Sell
20,919
-60
-0.3% -$3.31K ﹤0.01% 688
2018
Q2 		$1.18M Buy
20,979
+3,644
+21% +$190K ﹤0.01% 665
2018
Q1 		$891K Buy
17,335
+1,110
+7% +$61K ﹤0.01% 797
2017
Q4 		$957K Sell
16,225
-1,052
-6% -$60.5K ﹤0.01% 758
2017
Q3 		$1M Buy
17,277
+529
+3% +$33.4K ﹤0.01% 718
2017
Q2 		$1.07M Sell
16,748
-427
-2% -$27.3K 0.01% 662
2017
Q1 		$1.19M Buy
17,175
+591
+4% +$38.8K 0.01% 604
2016
Q4 		$1.05M Sell
16,584
-259
-2% -$15.4K 0.01% 602
2016
Q3 		$922K Buy
16,843
+1,126
+7% +$59.7K 0.01% 628
2016
Q2 		$856K Sell
15,717
-137
-0.9% -$7.44K 0.01% 562
2016
Q1 		$873K Sell
15,854
-1,832
-10% -$89.2K 0.01% 543
2015
Q4 		$834K Buy
17,686
+3,947
+29% +$185K 0.01% 564
2015
Q3 		$548K Sell
13,739
-1,085
-7% -$52.6K ﹤0.01% 700
2015
Q2 		$823K Sell
14,824
-438
-3% -$26.5K 0.01% 527
2015
Q1 		$925K Buy
15,262
+2,024
+15% +$118K 0.01% 492
2014
Q4 		$733K Buy
13,238
+865
+7% +$46.1K 0.01% 548
2014
Q3 		$662K Buy
12,373
+2,191
+22% +$129K 0.01% 556
2014
Q2 		$633K Buy
10,182
+904
+10% +$53.8K 0.01% 548
2014
Q1 		$573K Buy
9,278
+882
+11% +$55.6K 0.01% 567
2013
Q4 		$535K Buy
8,396
+571
+7% +$33.6K 0.01% 501
2013
Q3 		$432K Buy
7,825
+263
+3% +$14K 0.01% 487
2013
Q2 		$370K Buy
+7,562
New +$345K 0.01% 489

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning's PARA Position: Q3 2025 in Review

Creative Planning sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 53,459 shares — an estimated $690K sold.

Creative Planning first reported a position in PARA in Q2 2013 and held it in 49 quarters. The position peaked at $3.74M in Q4 2020. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Creative Planning reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 53,459 Paramount Global Class B shares in Q3 2025, an estimated $690K.
  • Creative Planning first reported a position in Paramount Global Class B in Q2 2013 and held it in 49 quarters.
  • Creative Planning's Paramount Global Class B position peaked at $3.74M in Q4 2020.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.