Creative Planning
XYZ

Creative Planning’s Block Inc XYZ Stock Holding History

Creative Planning’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-700
Closed -$37 – 3118
2023
Q3 		$37 Hold
700
– – ﹤0.01% 2889
2023
Q2 		$501 Buy
+700
New +$43.7K ﹤0.01% 2620
2022
Q2 		– Sell
-100
Closed -$2K – 2570
2022
Q1 		$2K Buy
+100
New +$12.1K ﹤0.01% 2309
2021
Q4 		– Sell
-100
Closed -$2K – 2233
2021
Q3 		$2K Sell
100
-400
-80% -$103K ﹤0.01% 2104
2021
Q2 		$16K Sell
500
-9,500
-95% -$2.2M ﹤0.01% 1994
2021
Q1 		$1.19M Buy
10,000
+300
+3% +$70.2K ﹤0.01% 947
2020
Q4 		$1.14M Buy
9,700
+1,100
+13% +$215K ﹤0.01% 889
2020
Q3 		$618K Sell
8,600
-1,300
-13% -$184K ﹤0.01% 1024
2020
Q2 		$306K Buy
9,900
+2,400
+32% +$184K ﹤0.01% 1289
2020
Q1 		$21K Buy
7,500
+5,500
+275% +$376K ﹤0.01% 1719
2019
Q4 		$12K Buy
2,000
+600
+43% +$38.3K ﹤0.01% 1901
2019
Q3 		$12K Sell
1,400
-4,100
-75% -$278K ﹤0.01% 1894
2019
Q2 		$57K Sell
5,500
-6,500
-54% -$454K ﹤0.01% 1805
2019
Q1 		$215K Buy
12,000
+6,600
+122% +$478K ﹤0.01% 1541
2018
Q4 		$38K Buy
5,400
+2,400
+80% +$169K ﹤0.01% 1737
2018
Q3 		$147K Hold
3,000
– – ﹤0.01% 1727
2018
Q2 		$54K Sell
3,000
-700
-19% -$38.5K ﹤0.01% 1841
2018
Q1 		$38K Buy
+3,700
New +$170K ﹤0.01% 1843

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's XYZ Position: Q1 2026 in Review

Creative Planning increased its Block Inc (XYZ) stake by 95% in Q1 2026, buying an estimated $4.13M and bringing the position to 139,540 shares worth $8.4M. The position accounts for 0.01% of the portfolio, ranked #813.

Creative Planning first reported a position in XYZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $176M in Q3 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Creative Planning held 139,540 shares of Block Inc worth $8.4M as of Q1 2026.
  • Creative Planning bought 67,867 Block Inc shares in Q1 2026, an estimated $4.13M.
  • Block Inc made up 0.01% of Creative Planning's portfolio in Q1 2026, its #813 holding.
  • Creative Planning first reported a position in Block Inc in Q4 2015 and has held it in 42 quarters since.
  • Creative Planning's Block Inc position peaked at $176M in Q3 2020.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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