Creative Planning’s Xperi XPER Stock Holding History

Creative Planning’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,050	Closed	-$135K	–	4033
2025 Q2	$135K	Buy	+17,050	New	+$129K	﹤0.01%	3364
2025 Q1	–	Sell	-11,787	Closed	-$121K	–	3753
2024 Q4	$121K	Buy	+11,787	New	+$110K	﹤0.01%	3121

Other funds holding XPER

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's XPER Position: Q3 2025 in Review

Creative Planning sold out of Xperi (XPER) in Q3 2025, closing a stake of 17,050 shares — an estimated $135K sold.

Creative Planning first reported a position in XPER in Q4 2024 and held it in 2 quarters. The position peaked at $135K in Q2 2025. 143 funds tracked by Wall St. Rank hold XPER as of Q3 2025.

Creative Planning reported no remaining Xperi position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 17,050 Xperi shares in Q3 2025, an estimated $135K.
Creative Planning first reported a position in Xperi in Q4 2024 and held it in 2 quarters.
Creative Planning's Xperi position peaked at $135K in Q2 2025.
143 funds tracked by Wall St. Rank held Xperi as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.