Creative Planning
TALK icon

Creative Planning’s Talkspace TALK Stock Holding History

Creative Planning’s Portfolio TALK Stock Details TALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245K Buy
47,421
+5,424
+13% +$24K ﹤0.01% 3588
2025
Q4 		$152K Buy
41,997
+5,584
+15% +$17.7K ﹤0.01% 3634
2025
Q3 		$101K Sell
36,413
-44,491
-55% -$115K ﹤0.01% 3669
2025
Q2 		$225K Buy
80,904
+15,881
+24% +$46.8K ﹤0.01% 3139
2025
Q1 		$166K Sell
65,023
-10,447
-14% -$32.6K ﹤0.01% 3136
2024
Q4 		$233K Buy
75,470
+49,084
+186% +$149K ﹤0.01% 2865
2024
Q3 		$55.1K Buy
26,386
+6,179
+31% +$12.1K ﹤0.01% 3086
2024
Q2 		$46.5K Sell
20,207
-20,096
-50% -$57.8K ﹤0.01% 2930
2024
Q1 		$144K Buy
+40,303
New +$110K ﹤0.01% 2636

Other funds holding TALK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's TALK Position: Q1 2026 in Review

Creative Planning increased its Talkspace (TALK) stake by 13% in Q1 2026, buying an estimated $24K and bringing the position to 47,421 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #3588.

Creative Planning first reported a position in TALK in Q1 2024 and has held it in 9 quarters since. 182 funds tracked by Wall St. Rank hold TALK as of Q1 2026.

  • Creative Planning held 47,421 shares of Talkspace worth $245K as of Q1 2026.
  • Creative Planning bought 5,424 Talkspace shares in Q1 2026, an estimated $24K.
  • Talkspace made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3588 holding.
  • Creative Planning first reported a position in Talkspace in Q1 2024 and has held it in 9 quarters since.
  • 182 funds tracked by Wall St. Rank held Talkspace as of Q1 2026.

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