Creative Planning
QCRH icon

Creative Planning’s QCR Holdings QCRH Stock Holding History

Creative Planning’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
24,717
+374
+2% +$32.6K ﹤0.01% 1847
2025
Q4 		$2.03M Buy
24,343
+3,073
+14% +$242K ﹤0.01% 1725
2025
Q3 		$1.61M Buy
21,270
+7,353
+53% +$554K ﹤0.01% 1716
2025
Q2 		$945K Buy
13,917
+157
+1% +$10.5K ﹤0.01% 1907
2025
Q1 		$981K Sell
13,760
-678
-5% -$51.7K ﹤0.01% 1733
2024
Q4 		$1.16M Buy
14,438
+1,793
+14% +$151K ﹤0.01% 1529
2024
Q3 		$936K Sell
12,645
-39
-0.3% -$2.77K ﹤0.01% 1569
2024
Q2 		$761K Sell
12,684
-810
-6% -$46.3K ﹤0.01% 1617
2024
Q1 		$820K Buy
13,494
+4,095
+44% +$234K ﹤0.01% 1482
2023
Q4 		$549K Buy
9,399
+3,705
+65% +$192K ﹤0.01% 1654
2023
Q3 		$276K Buy
5,694
+622
+12% +$30.8K ﹤0.01% 2002
2023
Q2 		$208K Buy
+5,072
New +$208K ﹤0.01% 2189

Other funds holding QCRH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return