Creative Planning
TPG icon

Creative Planning’s TPG TPG Stock Holding History

Creative Planning’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Buy
56,036
+5,100
+10% +$214K ﹤0.01% 1981
2026
Q1 		$2.06M Buy
50,936
+29,375
+136% +$1.51M ﹤0.01% 1870
2025
Q4 		$1.38M Buy
21,561
+4,284
+25% +$253K ﹤0.01% 2025
2025
Q3 		$993K Sell
17,277
-31
-0.2% -$1.83K ﹤0.01% 2121
2025
Q2 		$908K Buy
17,308
+2,527
+17% +$121K ﹤0.01% 1951
2025
Q1 		$701K Buy
14,781
+1,926
+15% +$112K ﹤0.01% 2000
2024
Q4 		$808K Buy
12,855
+2,071
+19% +$136K ﹤0.01% 1821
2024
Q3 		$621K Buy
10,784
+3,851
+56% +$190K ﹤0.01% 1922
2024
Q2 		$287K Buy
6,933
+1,388
+25% +$59.4K ﹤0.01% 2385
2024
Q1 		$248K Buy
+5,545
New +$238K ﹤0.01% 2408

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's TPG Position: Q2 2026 in Review

Creative Planning increased its TPG (TPG) stake by 10% in Q2 2026, buying an estimated $214K and bringing the position to 56,036 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Creative Planning first reported a position in TPG in Q1 2024 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • Creative Planning held 56,036 shares of TPG worth $2.27M as of Q2 2026.
  • Creative Planning bought 5,100 TPG shares in Q2 2026, an estimated $214K.
  • TPG made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1981 holding.
  • Creative Planning first reported a position in TPG in Q1 2024 and has held it in 10 quarters since.
  • 371 funds tracked by Wall St. Rank held TPG as of Q2 2026.

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