Creative Planning
XP icon

Creative Planning’s XP XP Stock Holding History

Creative Planning’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
110,578
+40,915
+59% +$791K ﹤0.01% 1849
2025
Q4 		$1.14M Sell
69,663
-8,285
-11% -$146K ﹤0.01% 2179
2025
Q3 		$1.46M Buy
77,948
+13,665
+21% +$245K ﹤0.01% 1786
2025
Q2 		$1.3M Buy
64,283
+10,406
+19% +$180K ﹤0.01% 1645
2025
Q1 		$741K Buy
53,877
+31,137
+137% +$429K ﹤0.01% 1966
2024
Q4 		$269K Sell
22,740
-19,375
-46% -$305K ﹤0.01% 2753
2024
Q3 		$756K Buy
42,115
+16,949
+67% +$309K ﹤0.01% 1751
2024
Q2 		$443K Buy
25,166
+9,469
+60% +$196K ﹤0.01% 2038
2024
Q1 		$403K Buy
15,697
+3,562
+29% +$89.3K ﹤0.01% 2021
2023
Q4 		$316K Buy
+12,135
New +$277K ﹤0.01% 2054

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's XP Position: Q1 2026 in Review

Creative Planning increased its XP (XP) stake by 59% in Q1 2026, buying an estimated $791K and bringing the position to 110,578 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Creative Planning first reported a position in XP in Q4 2023 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Creative Planning held 110,578 shares of XP worth $2.11M as of Q1 2026.
  • Creative Planning bought 40,915 XP shares in Q1 2026, an estimated $791K.
  • XP made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1849 holding.
  • Creative Planning first reported a position in XP in Q4 2023 and has held it in 10 quarters since.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

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