Creative Planning’s Snap SNAP Stock Holding History

Creative Planning’s Portfolio SNAP Stock Details SNAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-200	Closed	-$614	–	4089
2025 Q3	$614	Buy	+200	New	+$1.66K	﹤0.01%	3898
2023 Q4	–	Sell	-5,000	Closed	-$700	–	3058
2023 Q3	$700	Hold	5,000	–	–	﹤0.01%	2845
2023 Q2	$6K	Buy	+5,000	New	+$50.2K	﹤0.01%	2564
2023 Q1	–	Sell	-500	Closed	-$11	–	2769
2022 Q4	$11	Buy	+500	New	+$4.93K	﹤0.01%	2482
2021 Q2	–	Sell	-21,000	Closed	-$209K	–	2524
2021 Q1	$209K	Sell	21,000 -400	-2%	-$23K	﹤0.01%	2063
2020 Q4	$198K	Buy	+21,400	New	+$889K	﹤0.01%	1907
2019 Q4	–	Sell	-102,200	Closed	-$75K	–	2102
2019 Q3	$75K	Buy	102,200 +900	+0.9%	+$14.4K	﹤0.01%	1754
2019 Q2	$81K	Buy	101,300 +1,300	+1%	+$15.9K	﹤0.01%	1765
2019 Q1	$42K	Sell	100,000 -1,000	-1%	-$8.5K	﹤0.01%	1789
2018 Q4	$11K	Sell	101,000 -2,700	-3%	-$17.6K	﹤0.01%	1826
2018 Q3	$37K	Buy	103,700 +2,400	+2%	+$27.9K	﹤0.01%	1903
2018 Q2	$174K	Buy	+101,300	New	+$1.31M	﹤0.01%	1673

Other funds holding SNAP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's SNAP Position: Q1 2026 in Review

Creative Planning increased its Snap (SNAP) stake by 52% in Q1 2026, buying an estimated $178K and bringing the position to 88,374 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

Creative Planning first reported a position in SNAP in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.95M in Q1 2021. 544 funds tracked by Wall St. Rank hold SNAP as of Q1 2026.

Creative Planning held 88,374 shares of Snap worth $407K as of Q1 2026.
Creative Planning bought 30,276 Snap shares in Q1 2026, an estimated $178K.
Snap made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3181 holding.
Creative Planning first reported a position in Snap in Q1 2017 and has held it in 37 quarters since.
Creative Planning's Snap position peaked at $4.95M in Q1 2021.
544 funds tracked by Wall St. Rank held Snap as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.