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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Creative Planning's XYZ Position: Q2 2026 in Review

Creative Planning increased its Block Inc (XYZ) stake by 13% in Q2 2026, buying an estimated $1.32M and bringing the position to 158,293 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #754.

Creative Planning first reported a position in XYZ in Q4 2015 and has held it in 43 quarters since. The position peaked at $176M in Q3 2020. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Creative Planning held 158,293 shares of Block Inc worth $12M as of Q2 2026.
  • Creative Planning bought 18,753 Block Inc shares in Q2 2026, an estimated $1.32M.
  • Block Inc made up 0.01% of Creative Planning's portfolio in Q2 2026, its #754 holding.
  • Creative Planning first reported a position in Block Inc in Q4 2015 and has held it in 43 quarters since.
  • Creative Planning's Block Inc position peaked at $176M in Q3 2020.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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