Creative Planning’s STRATTEC Security STRT Stock Holding History

Creative Planning’s Portfolio STRT Stock Details STRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$634K	Buy	8,089 +5,030	+164%	+$412K	﹤0.01%	2838
2025 Q4	$233K	Buy	+3,059	New	+$219K	﹤0.01%	3433
2017 Q3	–	Sell	-128	Closed	-$5K	–	3497
2017 Q2	$5K	Hold	128	–	–	﹤0.01%	4004
2017 Q1	$4K	Hold	128	–	–	﹤0.01%	4077
2016 Q4	$5K	Hold	128	–	–	﹤0.01%	3973
2016 Q3	$5K	Hold	128	–	–	﹤0.01%	3896
2016 Q2	$5K	Hold	128	–	–	﹤0.01%	3665
2016 Q1	$7K	Hold	128	–	–	﹤0.01%	3423
2015 Q4	$7K	Hold	128	–	–	﹤0.01%	3528
2015 Q3	$8K	Buy	+128	New	+$8.59K	﹤0.01%	3361
2015 Q2	–	Sell	-98	Closed	-$7K	–	2778
2015 Q1	$7K	Sell	98 -50	-34%	-$3.55K	﹤0.01%	3407
2014 Q4	$12K	Buy	148 +100	+208%	+$9.33K	﹤0.01%	3020
2014 Q3	$4K	Buy	48 +20	+71%	+$1.46K	﹤0.01%	3417
2014 Q2	$2K	Hold	28	–	–	﹤0.01%	3538
2014 Q1	$2K	Buy	+28	New	+$1.67K	﹤0.01%	3389

Other funds holding STRT

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Creative Planning's STRT Position: Q1 2026 in Review

Creative Planning increased its STRATTEC Security (STRT) stake by 164% in Q1 2026, buying an estimated $412K and bringing the position to 8,089 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Creative Planning first reported a position in STRT in Q1 2014 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold STRT as of Q1 2026.

Creative Planning held 8,089 shares of STRATTEC Security worth $634K as of Q1 2026.
Creative Planning bought 5,030 STRATTEC Security shares in Q1 2026, an estimated $412K.
STRATTEC Security made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2838 holding.
Creative Planning first reported a position in STRATTEC Security in Q1 2014 and has held it in 15 quarters since.
132 funds tracked by Wall St. Rank held STRATTEC Security as of Q1 2026.

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