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Creative Planning MS-PL Position History
Morgan Stanley
Quarters held
11
Latest value
$97.5M
Q3 2026
Peak value
$106.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $62M |
| Q3 2025 | $5.4M |
| Q4 2025 | $74.4M |
| Q4 2025 | $267K |
| Q4 2025 | $6.1M |
| Q1 2026 | $5.5M |
| Q1 2026 | $73.5M |
| Q2 2026 | $2.5M |
| Q2 2026 | $106.7M |
| Q3 2026 | $2.3M |
| Q3 2026 | $97.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $97.5M | 518.4K | — | — |
| Q3 2026 | $2.3M | 12.1K | — | — |
| Q2 2026 | $106.7M | 510.6K | — | — |
| Q2 2026 | $2.5M | 12.1K | — | — |
| Q1 2026 | $73.5M | 446.8K | — | — |
| Q1 2026 | $5.5M | 33.7K | — | — |
| Q4 2025 | $6.1M | 34.5K | — | — |
| Q4 2025 | $267K | 1.5K | — | — |
| Q4 2025 | $74.4M | 419.2K | — | — |
| Q3 2025 | $5.4M | 33.7K | — | — |
| Q3 2025 | $62M | 390.1K | — | — |
Other funds holding MS-PL
$20.8B
$20.8B
$19.1B
$18.4B
$16.7B
$16.4B
$15.9B