Creative Planning
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Creative Planning’s PureCycle Technologies PCT Stock Holding History

Creative Planning’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.1K Sell
17,940
-1,084
-6% -$9.03K ﹤0.01% 3920
2025
Q4 		$163K Buy
19,024
+5,733
+43% +$60.9K ﹤0.01% 3610
2025
Q3 		$175K Sell
13,291
-15,649
-54% -$217K ﹤0.01% 3537
2025
Q2 		$396K Sell
28,940
-2,619
-8% -$23.2K ﹤0.01% 2663
2025
Q1 		$218K Buy
31,559
+4,520
+17% +$40.6K ﹤0.01% 2991
2024
Q4 		$277K Sell
27,039
-13,087
-33% -$152K ﹤0.01% 2728
2024
Q3 		$381K Buy
40,126
+16,092
+67% +$108K ﹤0.01% 2334
2024
Q2 		$142K Buy
+24,034
New +$131K ﹤0.01% 2767

Other funds holding PCT

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's PCT Position: Q1 2026 in Review

Creative Planning reduced its PureCycle Technologies (PCT) stake by 5.7% in Q1 2026, selling an estimated $9.03K and leaving 17,940 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3920.

Creative Planning first reported a position in PCT in Q2 2024 and has held it in 8 quarters since. The position peaked at $396K in Q2 2025. 300 funds tracked by Wall St. Rank hold PCT as of Q1 2026.

  • Creative Planning held 17,940 shares of PureCycle Technologies worth $93.1K as of Q1 2026.
  • Creative Planning sold 1,084 PureCycle Technologies shares in Q1 2026, an estimated $9.03K.
  • PureCycle Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3920 holding.
  • Creative Planning first reported a position in PureCycle Technologies in Q2 2024 and has held it in 8 quarters since.
  • Creative Planning's PureCycle Technologies position peaked at $396K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held PureCycle Technologies as of Q1 2026.

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