Creative Planning
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Creative Planning’s Unisys UIS Stock Holding History

Creative Planning’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Buy
52,714
+39,235
+291% +$98.5K ﹤0.01% 3886
2025
Q4 		$37.2K Buy
+13,479
New +$42.1K ﹤0.01% 3822
2025
Q1 		– Sell
-10,454
Closed -$66.2K – 3730
2024
Q4 		$66.2K Buy
10,454
+225
+2% +$1.57K ﹤0.01% 3212
2024
Q3 		$58.1K Buy
+10,229
New +$50.7K ﹤0.01% 3076
2023
Q4 		– Sell
-200
Closed -$690 – 3084
2023
Q3 		$690 Buy
+200
New +$846 ﹤0.01% 2847
2022
Q2 		– Sell
-200
Closed -$4K – 2543
2022
Q1 		$4K Buy
+200
New +$4.05K ﹤0.01% 2268
2018
Q3 		– Sell
-10,873
Closed -$140K – 2176
2018
Q2 		$140K Buy
+10,873
New +$130K ﹤0.01% 1709
2017
Q3 		– Sell
-3,073
Closed -$39K – 3605
2017
Q2 		$39K Buy
3,073
+2,671
+664% +$32.5K ﹤0.01% 2720
2017
Q1 		$6K Sell
402
-1,000
-71% -$13.9K ﹤0.01% 3893
2016
Q4 		$21K Sell
1,402
-10
-0.7% -$127 ﹤0.01% 3057
2016
Q3 		$14K Buy
1,412
+180
+15% +$1.67K ﹤0.01% 3287
2016
Q2 		$9K Buy
1,232
+1,000
+431% +$7.66K ﹤0.01% 3333
2016
Q1 		$2K Hold
232
– – ﹤0.01% 3994
2015
Q4 		$3K Hold
232
– – ﹤0.01% 3934
2015
Q3 		$3K Buy
+232
New +$3.57K ﹤0.01% 3849
2015
Q2 		– Sell
-259
Closed -$6K – 2914
2015
Q1 		$6K Sell
259
-200
-44% -$4.87K ﹤0.01% 3476
2014
Q4 		$14K Buy
459
+209
+84% +$5.26K ﹤0.01% 2927
2014
Q3 		$6K Sell
250
-254
-50% -$5.84K ﹤0.01% 3220
2014
Q2 		$12K Buy
504
+459
+1,020% +$11.6K ﹤0.01% 2785
2014
Q1 		$1K Sell
45
-100
-69% -$3.22K ﹤0.01% 3528
2013
Q4 		$5K Buy
145
+23
+19% +$637 ﹤0.01% 2852
2013
Q3 		$3K Hold
122
– – ﹤0.01% 2919
2013
Q2 		$3K Buy
+122
New +$2.44K ﹤0.01% 2740

Other funds holding UIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IH
IES Holdings Houston, Texas $214M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's UIS Position: Q1 2026 in Review

Creative Planning increased its Unisys (UIS) stake by 291% in Q1 2026, buying an estimated $98.5K and bringing the position to 52,714 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

Creative Planning first reported a position in UIS in Q2 2013 and has held it in 23 quarters since. The position peaked at $140K in Q2 2018. 154 funds tracked by Wall St. Rank hold UIS as of Q1 2026.

  • Creative Planning held 52,714 shares of Unisys worth $109K as of Q1 2026.
  • Creative Planning bought 39,235 Unisys shares in Q1 2026, an estimated $98.5K.
  • Unisys made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3886 holding.
  • Creative Planning first reported a position in Unisys in Q2 2013 and has held it in 23 quarters since.
  • Creative Planning's Unisys position peaked at $140K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Unisys as of Q1 2026.

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