Creative Planning
VTOL icon

Creative Planning’s Bristow Group VTOL Stock Holding History

Creative Planning’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$856K Buy
20,714
+245
+1% +$11K ﹤0.01% 2776
2026
Q1 		$960K Buy
20,469
+3,143
+18% +$138K ﹤0.01% 2501
2025
Q4 		$634K Buy
17,326
+5,867
+51% +$221K ﹤0.01% 2638
2025
Q3 		$413K Buy
11,459
+4,300
+60% +$158K ﹤0.01% 2881
2025
Q2 		$236K Buy
+7,159
New +$216K ﹤0.01% 3096
2016
Q1 		– Sell
-400
Closed -$9K – 4554
2015
Q4 		$9K Buy
+400
New +$10.4K ﹤0.01% 3373

Other funds holding VTOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's VTOL Position: Q2 2026 in Review

Creative Planning increased its Bristow Group (VTOL) stake by 1.2% in Q2 2026, buying an estimated $11K and bringing the position to 20,714 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Creative Planning first reported a position in VTOL in Q4 2015 and has held it in 6 quarters since. The position peaked at $960K in Q1 2026. 224 funds tracked by Wall St. Rank hold VTOL as of Q2 2026.

  • Creative Planning held 20,714 shares of Bristow Group worth $856K as of Q2 2026.
  • Creative Planning bought 245 Bristow Group shares in Q2 2026, an estimated $11K.
  • Bristow Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2776 holding.
  • Creative Planning first reported a position in Bristow Group in Q4 2015 and has held it in 6 quarters since.
  • Creative Planning's Bristow Group position peaked at $960K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Bristow Group as of Q2 2026.

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