Creative Planning
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Creative Planning’s Quantum-Si Incorporated QSI Stock Holding History

Creative Planning’s Portfolio QSI Stock Details QSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.5K Buy
55,884
+3,336
+6% +$3.18K ﹤0.01% 4119
2026
Q1 		$40.7K Buy
+52,548
New +$54.5K ﹤0.01% 4002
2021
Q2 		– Sell
-18,331
Closed -$219K – 2484
2021
Q1 		$219K Buy
+18,331
New +$222K ﹤0.01% 2033

Other funds holding QSI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's QSI Position: Q2 2026 in Review

Creative Planning increased its Quantum-Si Incorporated (QSI) stake by 6.3% in Q2 2026, buying an estimated $3.18K and bringing the position to 55,884 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4119.

Creative Planning first reported a position in QSI in Q1 2021 and has held it in 3 quarters since. The position peaked at $219K in Q1 2021. 141 funds tracked by Wall St. Rank hold QSI as of Q2 2026.

  • Creative Planning held 55,884 shares of Quantum-Si Incorporated worth $49.5K as of Q2 2026.
  • Creative Planning bought 3,336 Quantum-Si Incorporated shares in Q2 2026, an estimated $3.18K.
  • Quantum-Si Incorporated made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4119 holding.
  • Creative Planning first reported a position in Quantum-Si Incorporated in Q1 2021 and has held it in 3 quarters since.
  • Creative Planning's Quantum-Si Incorporated position peaked at $219K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q2 2026.

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