Creative Planning
STC icon

Creative Planning’s Stewart Information Services STC Stock Holding History

Creative Planning’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Sell
5,904
-645
-10% -$43K ﹤0.01% 3382
2026
Q1 		$403K Buy
6,549
+957
+17% +$63.7K ﹤0.01% 3188
2025
Q4 		$393K Buy
5,592
+336
+6% +$24.2K ﹤0.01% 3042
2025
Q3 		$385K Buy
+5,256
New +$362K ﹤0.01% 2949
2023
Q4 		– Sell
-121
Closed -$5.3K – 3069
2023
Q3 		$5.3K Buy
+121
New +$5.47K ﹤0.01% 2709
2022
Q1 		– Sell
-5,054
Closed -$403K – 2437
2021
Q4 		$403K Buy
+5,054
New +$371K ﹤0.01% 1433
2017
Q3 		– Sell
-10
Closed – – 3490
2017
Q2 		$0 Hold
10
– – ﹤0.01% 4820
2017
Q1 		$0 Hold
10
– – ﹤0.01% 4897
2016
Q4 		$0 Hold
10
– – ﹤0.01% 4823
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4722
2016
Q2 		$0 Hold
10
– – ﹤0.01% 4509
2016
Q1 		$0 Hold
10
– – ﹤0.01% 4511
2015
Q4 		$0 Sell
10
-188
-95% -$7.68K ﹤0.01% 4568
2015
Q3 		$8K Buy
+198
New +$7.86K ﹤0.01% 3359
2015
Q2 		– Sell
-10
Closed – – 2768
2015
Q1 		$0 Hold
10
– – ﹤0.01% 4394
2014
Q4 		$0 Hold
10
– – ﹤0.01% 4329
2014
Q3 		$0 Hold
10
– – ﹤0.01% 4144
2014
Q2 		$0 Hold
10
– – ﹤0.01% 3945
2014
Q1 		$0 Hold
10
– – ﹤0.01% 3745
2013
Q4 		$0 Hold
10
– – ﹤0.01% 3457
2013
Q3 		$0 Sell
10
-188
-95% -$5.75K ﹤0.01% 3343
2013
Q2 		$5K Buy
+198
New +$5.38K ﹤0.01% 2557

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's STC Position: Q2 2026 in Review

Creative Planning reduced its Stewart Information Services (STC) stake by 9.8% in Q2 2026, selling an estimated $43K and leaving 5,904 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Creative Planning first reported a position in STC in Q2 2013 and has held it in 22 quarters since. The position peaked at $403K in Q1 2026. 250 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • Creative Planning held 5,904 shares of Stewart Information Services worth $390K as of Q2 2026.
  • Creative Planning sold 645 Stewart Information Services shares in Q2 2026, an estimated $43K.
  • Stewart Information Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3382 holding.
  • Creative Planning first reported a position in Stewart Information Services in Q2 2013 and has held it in 22 quarters since.
  • Creative Planning's Stewart Information Services position peaked at $403K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

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