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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

A overviewAll 13F holders of AFull Q2 2026 holdings

Shares (Q2 2026)
188,942
Value
$25.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of A by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026188,942$25.1M<0.1%+66,943+54.9%AddedHolders
Q1 2026121,999$13.9M<0.1%+39,094+47.2%AddedHolders
Q4 202582,905$11.3M<0.1%+4,488+5.7%AddedHolders
Q3 202578,417$10.1M<0.1%−13,429−14.6%ReducedHolders
Q2 202591,846$10.8M<0.1%+48,533+112.1%AddedHolders
Q1 202543,313$5.07M<0.1%−7,024−14.0%ReducedHolders
Q4 202450,337$6.76M<0.1%+5,427+12.1%AddedHolders
Q3 202444,910$6.67M<0.1%+2,498+5.9%AddedHolders
Q2 202442,412$5.50M<0.1%+118+0.3%AddedHolders
Q1 202442,294$6.15M<0.1%+2,700+6.8%AddedHolders
Q4 202339,594$5.50M<0.1%+5,874+17.4%AddedHolders
Q3 202333,720$3.77M<0.1%+1,615+5.0%AddedHolders
Q2 202332,105$3.86M<0.1%−4,077−11.3%ReducedHolders
Q1 202336,182$5.01M<0.1%+243+0.7%AddedHolders
Q4 202235,939$5.38M<0.1%+5,125+16.6%AddedHolders
Q3 202230,814$3.75M<0.1%+501+1.7%AddedHolders
Q2 202230,313$3.60M<0.1%+1,777+6.2%AddedHolders
Q1 202228,536$3.78M<0.1%+5,637+24.6%AddedHolders
Q4 202122,899$3.66M<0.1%+1,687+8.0%AddedHolders
Q3 202121,212$3.34M<0.1%+944+4.7%AddedHolders
Q2 202120,268$3.00M<0.1%−1,832−8.3%ReducedHolders
Q1 202122,100$2.81M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.