Creative Planning
SLVM icon

Creative Planning’s Sylvamo SLVM Stock Holding History

Creative Planning’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
76,358
+15,456
+25% +$627K ﹤0.01% 1807
2026
Q1 		$2.57M Sell
60,902
-12,699
-17% -$594K ﹤0.01% 1706
2025
Q4 		$3.54M Buy
73,601
+48,008
+188% +$2.19M ﹤0.01% 1255
2025
Q3 		$1.13M Buy
25,593
+11,045
+76% +$512K ﹤0.01% 2001
2025
Q2 		$729K Sell
14,548
-1,448
-9% -$81.5K ﹤0.01% 2120
2025
Q1 		$1.07M Sell
15,996
-1,751
-10% -$128K ﹤0.01% 1663
2024
Q4 		$1.4M Sell
17,747
-23,270
-57% -$2.01M ﹤0.01% 1384
2024
Q3 		$3.52M Buy
41,017
+33,289
+431% +$2.49M ﹤0.01% 788
2024
Q2 		$530K Buy
7,728
+1,344
+21% +$88.7K ﹤0.01% 1899
2024
Q1 		$394K Buy
6,384
+637
+11% +$34K ﹤0.01% 2035
2023
Q4 		$282K Buy
5,747
+162
+3% +$7.57K ﹤0.01% 2135
2023
Q3 		$245K Buy
+5,585
New +$240K ﹤0.01% 2097
2023
Q2 		– Sell
-11
Closed -$509 – 2807
2023
Q1 		$509 Buy
+11
New +$522 ﹤0.01% 2580
2022
Q2 		– Sell
-31
Closed -$1K – 2514
2022
Q1 		$1K Buy
+31
New +$1.03K ﹤0.01% 2334

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's SLVM Position: Q2 2026 in Review

Creative Planning increased its Sylvamo (SLVM) stake by 25% in Q2 2026, buying an estimated $627K and bringing the position to 76,358 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Creative Planning first reported a position in SLVM in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.54M in Q4 2025. 333 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

  • Creative Planning held 76,358 shares of Sylvamo worth $2.89M as of Q2 2026.
  • Creative Planning bought 15,456 Sylvamo shares in Q2 2026, an estimated $627K.
  • Sylvamo made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1807 holding.
  • Creative Planning first reported a position in Sylvamo in Q1 2022 and has held it in 14 quarters since.
  • Creative Planning's Sylvamo position peaked at $3.54M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

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