Creative Planning
PRTH icon

Creative Planning’s Priority Technology Holdings PRTH Stock Holding History

Creative Planning’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413K Buy
61,926
+15,887
+35% +$91.9K ﹤0.01% 3335
2026
Q1 		$217K Buy
46,039
+24,509
+114% +$134K ﹤0.01% 3670
2025
Q4 		$117K Sell
21,530
-4,109
-16% -$25.4K ﹤0.01% 3684
2025
Q3 		$176K Buy
25,639
+8,363
+48% +$63.1K ﹤0.01% 3535
2025
Q2 		$134K Buy
+17,276
New +$130K ﹤0.01% 3366
2025
Q1 		– Sell
-2,402
Closed -$28.2K – 3671
2024
Q4 		$28.2K Buy
+2,402
New +$18.8K ﹤0.01% 3305

Other funds holding PRTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

Creative Planning's PRTH Position: Q2 2026 in Review

Creative Planning increased its Priority Technology Holdings (PRTH) stake by 35% in Q2 2026, buying an estimated $91.9K and bringing the position to 61,926 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Creative Planning first reported a position in PRTH in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold PRTH as of Q2 2026.

  • Creative Planning held 61,926 shares of Priority Technology Holdings worth $413K as of Q2 2026.
  • Creative Planning bought 15,887 Priority Technology Holdings shares in Q2 2026, an estimated $91.9K.
  • Priority Technology Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3335 holding.
  • Creative Planning first reported a position in Priority Technology Holdings in Q4 2024 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.