Creative Planning
PENN icon

Creative Planning’s PENN Entertainment PENN Stock Holding History

Creative Planning’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-19,000
Closed -$879K – 2453
2021
Q1 		$879K Sell
19,000
-3,800
-17% -$421K ﹤0.01% 1099
2020
Q4 		$871K Buy
22,800
+800
+4% +$57.1K ﹤0.01% 1023
2020
Q3 		$684K Buy
22,000
+12,000
+120% +$589K ﹤0.01% 968
2020
Q2 		$72K Buy
+10,000
New +$229K ﹤0.01% 1718

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's PENN Position: Q1 2026 in Review

Creative Planning reduced its PENN Entertainment (PENN) stake by 8.4% in Q1 2026, selling an estimated $48.2K and leaving 37,616 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Creative Planning first reported a position in PENN in Q4 2013 and has held it in 36 quarters since. The position peaked at $2.45M in Q1 2021. 370 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

  • Creative Planning held 37,616 shares of PENN Entertainment worth $565K as of Q1 2026.
  • Creative Planning sold 3,468 PENN Entertainment shares in Q1 2026, an estimated $48.2K.
  • PENN Entertainment made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2938 holding.
  • Creative Planning first reported a position in PENN Entertainment in Q4 2013 and has held it in 36 quarters since.
  • Creative Planning's PENN Entertainment position peaked at $2.45M in Q1 2021.
  • 370 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

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