Creative Planning
RZLV

Creative Planning’s Rezolve AI RZLV Stock Holding History

Creative Planning’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.8K Sell
16,453
-11,652
-41% -$30.7K ﹤0.01% 4114
2026
Q1 		$71.9K Buy
+28,105
New +$79.3K ﹤0.01% 3955

Other funds holding RZLV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's RZLV Position: Q2 2026 in Review

Creative Planning reduced its Rezolve AI (RZLV) stake by 41% in Q2 2026, selling an estimated $30.7K and leaving 16,453 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

Creative Planning first reported a position in RZLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $71.9K in Q1 2026. 115 funds tracked by Wall St. Rank hold RZLV as of Q2 2026.

  • Creative Planning held 16,453 shares of Rezolve AI worth $51.8K as of Q2 2026.
  • Creative Planning sold 11,652 Rezolve AI shares in Q2 2026, an estimated $30.7K.
  • Rezolve AI made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4114 holding.
  • Creative Planning first reported a position in Rezolve AI in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Rezolve AI position peaked at $71.9K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Rezolve AI as of Q2 2026.

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