Creative Planning
POST icon

Creative Planning’s Post Holdings POST Stock Holding History

Creative Planning’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15M Buy
21,796
+7,849
+56% +$800K ﹤0.01% 1834
2025
Q4 		$1.38M Buy
13,947
+7,385
+113% +$765K ﹤0.01% 2023
2025
Q3 		$705K Sell
6,562
-2,038
-24% -$219K ﹤0.01% 2425
2025
Q2 		$938K Buy
8,600
+5,801
+207% +$650K ﹤0.01% 1915
2025
Q1 		$326K Buy
2,799
+121
+5% +$13.4K ﹤0.01% 2678
2024
Q4 		$307K Buy
2,678
+428
+19% +$48.8K ﹤0.01% 2648
2024
Q3 		$260K Buy
2,250
+264
+13% +$29.6K ﹤0.01% 2646
2024
Q2 		$207K Buy
+1,986
New +$207K ﹤0.01% 2653
2023
Q2 		– Sell
-22
Closed -$1.98K – 2787
2023
Q1 		$1.98K Buy
+22
New +$2K ﹤0.01% 2521
2017
Q3 		– Sell
-620
Closed -$32K – 3229
2017
Q2 		$32K Buy
620
+33
+6% +$1.78K ﹤0.01% 2851
2017
Q1 		$34K Sell
587
-721
-55% -$39.7K ﹤0.01% 2747
2016
Q4 		$69K Sell
1,308
-1,458
-53% -$73.7K ﹤0.01% 2132
2016
Q3 		$140K Buy
2,766
+1,120
+68% +$61.4K ﹤0.01% 1618
2016
Q2 		$89K Buy
1,646
+1,593
+3,006% +$77K ﹤0.01% 1746
2016
Q1 		$2K Sell
53
-191
-78% -$8.06K ﹤0.01% 3975
2015
Q4 		$10K Sell
244
-94
-28% -$3.89K ﹤0.01% 3309
2015
Q3 		$13K Buy
+338
New +$13.3K ﹤0.01% 3037
2015
Q2 		– Sell
-257
Closed -$8K – 2499
2015
Q1 		$8K Hold
257
– – ﹤0.01% 3320
2014
Q4 		$7K Buy
257
+191
+289% +$4.71K ﹤0.01% 3328
2014
Q3 		$1K Hold
66
– – ﹤0.01% 3853
2014
Q2 		$2K Sell
66
-305
-82% -$10.2K ﹤0.01% 3525
2014
Q1 		$13K Hold
371
– – ﹤0.01% 2633
2013
Q4 		$12K Sell
371
-168
-31% -$4.95K ﹤0.01% 2477
2013
Q3 		$14K Buy
539
+486
+917% +$14.2K ﹤0.01% 2283
2013
Q2 		$2K Buy
+53
New +$1.52K ﹤0.01% 2839

Other funds holding POST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's POST Position: Q1 2026 in Review

Creative Planning increased its Post Holdings (POST) stake by 56% in Q1 2026, buying an estimated $800K and bringing the position to 21,796 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Creative Planning first reported a position in POST in Q2 2013 and has held it in 25 quarters since. 425 funds tracked by Wall St. Rank hold POST as of Q1 2026.

  • Creative Planning held 21,796 shares of Post Holdings worth $2.15M as of Q1 2026.
  • Creative Planning bought 7,849 Post Holdings shares in Q1 2026, an estimated $800K.
  • Post Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1834 holding.
  • Creative Planning first reported a position in Post Holdings in Q2 2013 and has held it in 25 quarters since.
  • 425 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

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