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
2023 Q3	–	Sell	-100	Closed	-$70	–	3000
2023 Q2	$70	Buy	+100	New	+$1.81K	﹤0.01%	2638
2023 Q1	–	Sell	-900	Closed	-$156	–	2738
2022 Q4	$156	Buy	+900	New	+$16.6K	﹤0.01%	2468
2022 Q3	–	Sell	-400	Closed	-$1K	–	2413
2022 Q2	$1K	Sell	400 -1,000	-71%	-$30.5K	﹤0.01%	2271
2022 Q1	$4K	Buy	+1,400	New	+$47.7K	﹤0.01%	2262
2021 Q1	–	Sell	-1,000	Closed	-$9K	–	2693
2020 Q4	$9K	Hold	1,000	–	–	﹤0.01%	2234
2020 Q3	$4K	Sell	1,000 -3,000	-75%	-$80.4K	﹤0.01%	2058
2020 Q2	$4K	Sell	4,000 -1,000	-20%	-$19.3K	﹤0.01%	1922
2020 Q1	$2K	Buy	5,000 +4,000	+400%	+$115K	﹤0.01%	1825
2019 Q4	$2K	Buy	+1,000	New	+$38.7K	﹤0.01%	1953
2016 Q4	–	Sell	-5,000	Closed	-$20K	–	4773
2016 Q3	$20K	Buy	+5,000	New	+$265K	﹤0.01%	3065

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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) 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.