Creative Planning
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Creative Planning’s Silgan Holdings SLGN Stock Holding History

Creative Planning’s Portfolio SLGN Stock Details SLGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
40,749
+26,241
+181% +$1.15M ﹤0.01% 2089
2025
Q4 		$586K Buy
14,508
+3,633
+33% +$147K ﹤0.01% 2699
2025
Q3 		$468K Buy
10,875
+6,375
+142% +$308K ﹤0.01% 2783
2025
Q2 		$244K Buy
4,500
+536
+14% +$28.3K ﹤0.01% 3072
2025
Q1 		$203K Sell
3,964
-63
-2% -$3.3K ﹤0.01% 3060
2024
Q4 		$210K Buy
+4,027
New +$215K ﹤0.01% 2943
2023
Q2 		– Sell
-4,288
Closed -$230K – 2805
2023
Q1 		$230K Buy
4,288
+60
+1% +$3.16K ﹤0.01% 2011
2022
Q4 		$219K Sell
4,228
-2,394
-36% -$117K ﹤0.01% 1964
2022
Q3 		$278K Buy
+6,622
New +$291K ﹤0.01% 1697
2022
Q2 		– Sell
-4,586
Closed -$212K – 2514
2022
Q1 		$212K Buy
+4,586
New +$199K ﹤0.01% 1863
2017
Q3 		– Sell
-60
Closed -$2K – 3422
2017
Q2 		$2K Buy
+60
New +$1.85K ﹤0.01% 4332
2016
Q4 		– Sell
-160
Closed -$4K – 4816
2016
Q3 		$4K Buy
160
+90
+129% +$2.24K ﹤0.01% 3997
2016
Q2 		$2K Buy
+70
New +$1.8K ﹤0.01% 4050
2016
Q1 		– Sell
-62
Closed -$2K – 4501
2015
Q4 		$2K Sell
62
-790
-93% -$20.9K ﹤0.01% 4066
2015
Q3 		$22K Buy
+852
New +$22.5K ﹤0.01% 2658

Other funds holding SLGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return