Creative Planning’s Weave Communications WEAV Stock Holding History

Creative Planning’s Portfolio WEAV Stock Details WEAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	187,169 +63,384	+51%	+$345K	﹤0.01%	2548
2026 Q1	$572K	Buy	123,785 +69,119	+126%	+$402K	﹤0.01%	2921
2025 Q4	$415K	Buy	+54,666	New	+$363K	﹤0.01%	2997
2025 Q3	–	Sell	-17,135	Closed	-$143K	–	4029
2025 Q2	$143K	Buy	+17,135	New	+$166K	﹤0.01%	3347
2025 Q1	–	Sell	-124	Closed	-$1.97K	–	3745
2024 Q4	$1.97K	Buy	+124	New	+$1.74K	﹤0.01%	3463

Other funds holding WEAV

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

GCM

Gumshoe Capital Management New York $109M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's WEAV Position: Q2 2026 in Review

Creative Planning increased its Weave Communications (WEAV) stake by 51% in Q2 2026, buying an estimated $345K and bringing the position to 187,169 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Creative Planning first reported a position in WEAV in Q4 2024 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold WEAV as of Q2 2026.

Creative Planning held 187,169 shares of Weave Communications worth $1.12M as of Q2 2026.
Creative Planning bought 63,384 Weave Communications shares in Q2 2026, an estimated $345K.
Weave Communications made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2548 holding.
Creative Planning first reported a position in Weave Communications in Q4 2024 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held Weave Communications as of Q2 2026.

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