Creative Planning’s PLDT PHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Sell |
64,297
-173,657
| -73% | -$3.36M | ﹤0.01% | 2545 |
|
|
2026
Q1 | $5.01M | Sell |
237,954
-3,223
| -1% | -$72.8K | ﹤0.01% | 1200 |
|
|
2025
Q4 | $5.24M | Buy |
241,177
+181,321
| +303% | +$3.72M | ﹤0.01% | 979 |
|
|
2025
Q3 | $1.12M | Sell |
59,856
-12,771
| -18% | -$274K | ﹤0.01% | 2009 |
|
|
2025
Q2 | $1.58M | Sell |
72,627
-42,494
| -37% | -$959K | ﹤0.01% | 1500 |
|
|
2025
Q1 | $2.52M | Buy |
115,121
+31,023
| +37% | +$717K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $1.86M | Buy |
84,098
+16,201
| +24% | +$385K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $1.83M | Buy |
67,897
+11,847
| +21% | +$315K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $1.38M | Buy |
56,050
+9,169
| +20% | +$221K | ﹤0.01% | 1198 |
|
|
2024
Q1 | $1.16M | Buy |
46,881
+12,908
| +38% | +$302K | ﹤0.01% | 1245 |
|
|
2023
Q4 | $796K | Buy |
33,973
+22,080
| +186% | +$494K | ﹤0.01% | 1374 |
|
|
2023
Q3 | $246K | Sell |
11,893
-8,705
| -42% | -$191K | ﹤0.01% | 2094 |
|
|
2023
Q2 | $481K | Buy |
20,598
+8,756
| +74% | +$197K | ﹤0.01% | 1575 |
|
|
2023
Q1 | $299K | Sell |
11,842
-905
| -7% | -$22.5K | ﹤0.01% | 1827 |
|
|
2022
Q4 | $291K | Buy |
+12,747
| New | +$337K | ﹤0.01% | 1751 |
|
|
2017
Q3 | – | Sell |
-88
| Closed | -$3K | – | 3196 |
|
|
2017
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 4195 |
|
|
2017
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 4177 |
|
|
2016
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 4290 |
|
|
2016
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 4117 |
|
|
2016
Q2 | $4K | Sell |
88
-400
| -82% | -$16K | ﹤0.01% | 3761 |
|
|
2016
Q1 | $21K | Hold |
488
| – | – | ﹤0.01% | 2725 |
|
|
2015
Q4 | $21K | Hold |
488
| – | – | ﹤0.01% | 2815 |
|
|
2015
Q3 | $23K | Buy |
+488
| New | +$27.7K | ﹤0.01% | 2626 |
|
|
2015
Q2 | – | Sell |
-1,019
| Closed | -$64K | – | 2468 |
|
|
2015
Q1 | $64K | Buy |
1,019
+531
| +109% | +$35.7K | ﹤0.01% | 1848 |
|
|
2014
Q4 | $31K | Sell |
488
-150
| -24% | -$9.94K | ﹤0.01% | 2324 |
|
|
2014
Q3 | $44K | Sell |
638
-150
| -19% | -$10.8K | ﹤0.01% | 2009 |
|
|
2014
Q2 | $53K | Buy |
788
+300
| +61% | +$19.5K | ﹤0.01% | 1848 |
|
|
2014
Q1 | $30K | Hold |
488
| – | – | ﹤0.01% | 2138 |
|
|
2013
Q4 | $29K | Buy |
488
+200
| +69% | +$12.7K | ﹤0.01% | 1974 |
|
|
2013
Q3 | $20K | Hold |
288
| – | – | ﹤0.01% | 2107 |
|
|
2013
Q2 | $20K | Buy |
+288
| New | +$20.5K | ﹤0.01% | 1930 |
|
Other funds holding PHI
QCM
Creative Planning's PHI Position: Q2 2026 in Review
Creative Planning reduced its PLDT (PHI) stake by 73% in Q2 2026, selling an estimated $3.36M and leaving 64,297 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2545.
Creative Planning first reported a position in PHI in Q2 2013 and has held it in 31 quarters since. The position peaked at $5.24M in Q4 2025. 100 funds tracked by Wall St. Rank hold PHI as of Q2 2026.
- Creative Planning held 64,297 shares of PLDT worth $1.13M as of Q2 2026.
- Creative Planning sold 173,657 PLDT shares in Q2 2026, an estimated $3.36M.
- PLDT made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2545 holding.
- Creative Planning first reported a position in PLDT in Q2 2013 and has held it in 31 quarters since.
- Creative Planning's PLDT position peaked at $5.24M in Q4 2025.
- 100 funds tracked by Wall St. Rank held PLDT as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.