Creative Planning
PRO

Creative Planning’s PROS Holdings PRO Stock Holding History

Creative Planning’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,445
Closed -$579K – 3774
2025
Q1 		$579K Buy
30,445
+6,216
+26% +$145K ﹤0.01% 2160
2024
Q4 		$532K Buy
24,229
+10,765
+80% +$231K ﹤0.01% 2160
2024
Q3 		$249K Buy
+13,464
New +$284K ﹤0.01% 2683

Other funds holding PRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's PRO Position: Q2 2025 in Review

Creative Planning sold out of PROS Holdings (PRO) in Q2 2025, closing a stake of 30,445 shares — an estimated $579K sold.

Creative Planning first reported a position in PRO in Q3 2024 and held it in 3 quarters. The position peaked at $579K in Q1 2025. 175 funds tracked by Wall St. Rank hold PRO as of Q2 2025.

  • Creative Planning reported no remaining PROS Holdings position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 30,445 PROS Holdings shares in Q2 2025, an estimated $579K.
  • Creative Planning first reported a position in PROS Holdings in Q3 2024 and held it in 3 quarters.
  • Creative Planning's PROS Holdings position peaked at $579K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held PROS Holdings as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.