Creative Planning’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-6,852
| Closed | -$273K | – | 4174 |
|
|
2025
Q4 | $273K | Buy |
6,852
+1,384
| +25% | +$56K | ﹤0.01% | 3318 |
|
|
2025
Q3 | $223K | Buy |
+5,468
| New | +$227K | ﹤0.01% | 3379 |
|
|
2025
Q2 | – | Sell |
-6,601
| Closed | -$298K | – | 3767 |
|
|
2025
Q1 | $298K | Buy |
+6,601
| New | +$290K | ﹤0.01% | 2758 |
|
|
2024
Q4 | – | Sell |
-5,835
| Closed | -$263K | – | 3658 |
|
|
2024
Q3 | $263K | Buy |
5,835
+699
| +14% | +$29.6K | ﹤0.01% | 2629 |
|
|
2024
Q2 | $202K | Sell |
5,136
-11
| -0.2% | -$466 | ﹤0.01% | 2665 |
|
|
2024
Q1 | $242K | Sell |
5,147
-673
| -12% | -$31K | ﹤0.01% | 2426 |
|
|
2023
Q4 | $286K | Buy |
5,820
+4,414
| +314% | +$202K | ﹤0.01% | 2120 |
|
|
2023
Q3 | $63.8K | Sell |
1,406
-3,145
| -69% | -$155K | ﹤0.01% | 2454 |
|
|
2023
Q2 | $241K | Buy |
4,551
+244
| +6% | +$11.7K | ﹤0.01% | 2079 |
|
|
2023
Q1 | $213K | Buy |
+4,307
| New | +$202K | ﹤0.01% | 2083 |
|
|
2017
Q3 | – | Sell |
-1,027
| Closed | -$47K | – | 3171 |
|
|
2017
Q2 | $47K | Hold |
1,027
| – | – | ﹤0.01% | 2561 |
|
|
2017
Q1 | $47K | Sell |
1,027
-60
| -6% | -$2.59K | ﹤0.01% | 2523 |
|
|
2016
Q4 | $45K | Buy |
1,087
+60
| +6% | +$2.42K | ﹤0.01% | 2477 |
|
|
2016
Q3 | $40K | Buy |
1,027
+71
| +7% | +$2.67K | ﹤0.01% | 2536 |
|
|
2016
Q2 | $33K | Hold |
956
| – | – | ﹤0.01% | 2424 |
|
|
2016
Q1 | $30K | Hold |
956
| – | – | ﹤0.01% | 2460 |
|
|
2015
Q4 | $29K | Hold |
956
| – | – | ﹤0.01% | 2573 |
|
|
2015
Q3 | $28K | Buy |
+956
| New | +$32K | ﹤0.01% | 2470 |
|
|
2015
Q2 | – | Sell |
-956
| Closed | -$38K | – | 2439 |
|
|
2015
Q1 | $38K | Hold |
956
| – | – | ﹤0.01% | 2216 |
|
|
2014
Q4 | $40K | Hold |
956
| – | – | ﹤0.01% | 2151 |
|
|
2014
Q3 | $38K | Hold |
956
| – | – | ﹤0.01% | 2108 |
|
|
2014
Q2 | $40K | Sell |
956
-40
| -4% | -$1.57K | ﹤0.01% | 2025 |
|
|
2014
Q1 | $39K | Sell |
996
-51
| -5% | -$2.02K | ﹤0.01% | 1966 |
|
|
2013
Q4 | $44K | Hold |
1,047
| – | – | ﹤0.01% | 1691 |
|
|
2013
Q3 | $42K | Sell |
1,047
-6,100
| -85% | -$250K | ﹤0.01% | 1619 |
|
|
2013
Q2 | $289K | Buy |
+7,147
| New | +$328K | 0.01% | 559 |
|
Other funds holding PCH
Creative Planning's PCH Position: Q1 2026 in Review
Creative Planning sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 6,852 shares — an estimated $273K sold.
Creative Planning first reported a position in PCH in Q2 2013 and held it in 26 quarters. The position peaked at $298K in Q1 2025. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.
- Creative Planning reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
- Creative Planning sold 6,852 PotlatchDeltic shares in Q1 2026, an estimated $273K.
- Creative Planning first reported a position in PotlatchDeltic in Q2 2013 and held it in 26 quarters.
- Creative Planning's PotlatchDeltic position peaked at $298K in Q1 2025.
- 2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.