Creative Planning
TALK

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
Q2 		$235K Sell
45,277
-2,144
-5% -$11.1K ﹤0.01% 3760
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 $6.73T AUM 46.02% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's TALK Position: Q2 2026 in Review

Creative Planning reduced its Talkspace (TALK) stake by 4.5% in Q2 2026, selling an estimated $11.1K and leaving 45,277 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Creative Planning first reported a position in TALK in Q1 2024 and has held it in 10 quarters since. The position peaked at $245K in Q1 2026. 169 funds tracked by Wall St. Rank hold TALK as of Q2 2026.

  • Creative Planning held 45,277 shares of Talkspace worth $235K as of Q2 2026.
  • Creative Planning sold 2,144 Talkspace shares in Q2 2026, an estimated $11.1K.
  • Talkspace made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3760 holding.
  • Creative Planning first reported a position in Talkspace in Q1 2024 and has held it in 10 quarters since.
  • Creative Planning's Talkspace position peaked at $245K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Talkspace as of Q2 2026.

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