Creative Planning
STK

Creative Planning’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Creative Planning’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,165
Closed -$389K – 3706
2024
Q4 		$389K Buy
12,165
+657
+6% +$22K ﹤0.01% 2462
2024
Q3 		$385K Sell
11,508
-416
-3% -$13.6K ﹤0.01% 2324
2024
Q2 		$397K Buy
11,924
+427
+4% +$13.6K ﹤0.01% 2133
2024
Q1 		$366K Sell
11,497
-5,138
-31% -$165K ﹤0.01% 2092
2023
Q4 		$526K Buy
16,635
+5,152
+45% +$149K ﹤0.01% 1688
2023
Q3 		$313K Sell
11,483
-1,663
-13% -$49.1K ﹤0.01% 1908
2023
Q2 		$403K Sell
13,146
-2,836
-18% -$79.8K ﹤0.01% 1694
2023
Q1 		$445K Buy
15,982
+2,661
+20% +$69.8K ﹤0.01% 1545
2022
Q4 		$309K Buy
13,321
+1,042
+8% +$26.1K ﹤0.01% 1709
2022
Q3 		$285K Buy
12,279
+205
+2% +$5.78K ﹤0.01% 1680
2022
Q2 		$303K Buy
12,074
+5
+0% +$141 ﹤0.01% 1604
2022
Q1 		$387K Buy
12,069
+692
+6% +$22.6K ﹤0.01% 1473
2021
Q4 		$421K Hold
11,377
– – ﹤0.01% 1408
2021
Q3 		$375K Hold
11,377
– – ﹤0.01% 1462
2021
Q2 		$404K Sell
11,377
-1,037
-8% -$35K ﹤0.01% 1398
2021
Q1 		$388K Hold
12,414
– – ﹤0.01% 1608
2020
Q4 		$338K Hold
12,414
– – ﹤0.01% 1546
2020
Q3 		$272K Buy
+12,414
New +$278K ﹤0.01% 1480
2017
Q3 		– Sell
-3,000
Closed -$65K – 3494
2017
Q2 		$65K Sell
3,000
-4,000
-57% -$88.1K ﹤0.01% 2312
2017
Q1 		$145K Buy
7,000
+3,500
+100% +$69.6K ﹤0.01% 1711
2016
Q4 		$66K Hold
3,500
– – ﹤0.01% 2172
2016
Q3 		$65K Buy
3,500
+1,500
+75% +$26.7K ﹤0.01% 2160
2016
Q2 		$33K Sell
2,000
-12,005
-86% -$201K ﹤0.01% 2427
2016
Q1 		$252K Buy
14,005
+13,005
+1,301% +$215K ﹤0.01% 1100
2015
Q4 		$18K Hold
1,000
– – ﹤0.01% 2929
2015
Q3 		$16K Buy
+1,000
New +$17.1K ﹤0.01% 2908
2014
Q2 		– Sell
-600
Closed -$9K – 3946
2014
Q1 		$9K Hold
600
– – ﹤0.01% 2809
2013
Q4 		$9K Buy
+600
New +$8.68K ﹤0.01% 2622

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's STK Position: Q1 2025 in Review

Creative Planning sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2025, closing a stake of 12,165 shares — an estimated $389K sold.

Creative Planning first reported a position in STK in Q4 2013 and held it in 28 quarters. The position peaked at $526K in Q4 2023. 58 funds tracked by Wall St. Rank hold STK as of Q1 2025.

  • Creative Planning reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 12,165 Columbia Seligman Premium Technology Growth Fund shares in Q1 2025, an estimated $389K.
  • Creative Planning first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2013 and held it in 28 quarters.
  • Creative Planning's Columbia Seligman Premium Technology Growth Fund position peaked at $526K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.