Creative Planning
SFIX

Creative Planning’s Stitch Fix SFIX Stock Holding History

Creative Planning’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Buy
90,632
+25,964
+40% +$94.4K ﹤0.01% 3412
2026
Q1 		$214K Buy
64,668
+34,082
+111% +$139K ﹤0.01% 3682
2025
Q4 		$161K Buy
30,586
+701
+2% +$3.2K ﹤0.01% 3618
2025
Q3 		$130K Buy
29,885
+17,348
+138% +$85.7K ﹤0.01% 3627
2025
Q2 		$46.4K Buy
+12,537
New +$46.9K ﹤0.01% 3529
2025
Q1 		– Sell
-13,243
Closed -$57.1K – 3692
2024
Q4 		$57.1K Sell
13,243
-12,234
-48% -$45.1K ﹤0.01% 3231
2024
Q3 		$71.8K Buy
25,477
+6,194
+32% +$24.1K ﹤0.01% 3060
2024
Q2 		$80K Buy
19,283
+2,754
+17% +$7.46K ﹤0.01% 2881
2024
Q1 		$43.6K Buy
16,529
+2,539
+18% +$7.82K ﹤0.01% 2794
2023
Q4 		$49.9K Buy
13,990
+3,349
+31% +$11.8K ﹤0.01% 2648
2023
Q3 		$36.7K Buy
+10,641
New +$42.5K ﹤0.01% 2519
2023
Q1 		– Sell
-10,189
Closed -$31.7K – 2763
2022
Q4 		$31.7K Buy
+10,189
New +$38.1K ﹤0.01% 2285
2021
Q3 		– Sell
-4,153
Closed -$250K – 2211
2021
Q2 		$250K Sell
4,153
-7,743
-65% -$396K ﹤0.01% 1667
2021
Q1 		$589K Buy
11,896
+17
+0.1% +$1.2K ﹤0.01% 1322
2020
Q4 		$698K Buy
11,879
+1,333
+13% +$57K ﹤0.01% 1133
2020
Q3 		$286K Sell
10,546
-1,108
-10% -$28.5K ﹤0.01% 1445
2020
Q2 		$291K Sell
11,654
-1,405
-11% -$27.7K ﹤0.01% 1323
2020
Q1 		$166K Buy
13,059
+1,178
+10% +$25.6K ﹤0.01% 1432
2019
Q4 		$305K Sell
11,881
-1,695
-12% -$39.4K ﹤0.01% 1396
2019
Q3 		$261K Buy
13,576
+1,468
+12% +$34.1K ﹤0.01% 1449
2019
Q2 		$387K Sell
12,108
-1,030
-8% -$27.6K ﹤0.01% 1219
2019
Q1 		$371K Buy
13,138
+2,028
+18% +$50.4K ﹤0.01% 1209
2018
Q4 		$190K Buy
+11,110
New +$275K ﹤0.01% 1518

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's SFIX Position: Q2 2026 in Review

Creative Planning increased its Stitch Fix (SFIX) stake by 40% in Q2 2026, buying an estimated $94.4K and bringing the position to 90,632 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Creative Planning first reported a position in SFIX in Q4 2018 and has held it in 23 quarters since. The position peaked at $698K in Q4 2020. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

  • Creative Planning held 90,632 shares of Stitch Fix worth $372K as of Q2 2026.
  • Creative Planning bought 25,964 Stitch Fix shares in Q2 2026, an estimated $94.4K.
  • Stitch Fix made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3412 holding.
  • Creative Planning first reported a position in Stitch Fix in Q4 2018 and has held it in 23 quarters since.
  • Creative Planning's Stitch Fix position peaked at $698K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

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