Creative Planning
SITM icon

Creative Planning’s SiTime SITM Stock Holding History

Creative Planning’s Portfolio SITM Stock Details SITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.36M Buy
12,636
+1,601
+15% +$589K ﹤0.01% 1311
2025
Q4 		$3.9M Buy
11,035
+2,249
+26% +$704K ﹤0.01% 1182
2025
Q3 		$2.65M Buy
8,786
+2,532
+40% +$587K ﹤0.01% 1320
2025
Q2 		$1.33M Sell
6,254
-1,245
-17% -$225K ﹤0.01% 1633
2025
Q1 		$1.15M Buy
7,499
+1,174
+19% +$225K ﹤0.01% 1617
2024
Q4 		$1.36M Buy
6,325
+1,417
+29% +$289K ﹤0.01% 1413
2024
Q3 		$842K Buy
+4,908
New +$703K ﹤0.01% 1658
2023
Q2 		– Sell
-6
Closed -$854 – 2802
2023
Q1 		$854 Buy
+6
New +$737 ﹤0.01% 2549

Other funds holding SITM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return