Creative Planning
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Creative Planning’s Alamo Group ALG Stock Holding History

Creative Planning’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26M Buy
25,879
+15,619
+152% +$2.53M ﹤0.01% 1534
2026
Q1 		$1.69M Buy
10,260
+3,213
+46% +$606K ﹤0.01% 2039
2025
Q4 		$1.18M Buy
7,047
+2,336
+50% +$407K ﹤0.01% 2159
2025
Q3 		$899K Sell
4,711
-380
-7% -$81.6K ﹤0.01% 2205
2025
Q2 		$1.11M Buy
5,091
+277
+6% +$52.9K ﹤0.01% 1762
2025
Q1 		$858K Buy
4,814
+2,522
+110% +$463K ﹤0.01% 1836
2024
Q4 		$426K Buy
2,292
+288
+14% +$53.8K ﹤0.01% 2376
2024
Q3 		$361K Buy
2,004
+499
+33% +$89K ﹤0.01% 2374
2024
Q2 		$260K Buy
1,505
+182
+14% +$35.5K ﹤0.01% 2482
2024
Q1 		$302K Buy
1,323
+5
+0.4% +$1.05K ﹤0.01% 2244
2023
Q4 		$277K Buy
1,318
+158
+14% +$28.9K ﹤0.01% 2148
2023
Q3 		$201K Sell
1,160
-10
-0.9% -$1.79K ﹤0.01% 2238
2023
Q2 		$215K Buy
1,170
+6
+0.5% +$1.07K ﹤0.01% 2161
2023
Q1 		$214K Buy
+1,164
New +$192K ﹤0.01% 2078
2021
Q1 		– Sell
-16,754
Closed -$2.31M – 2608
2020
Q4 		$2.31M Hold
16,754
– – 0.01% 614
2020
Q3 		$1.81M Hold
16,754
– – ﹤0.01% 598
2020
Q2 		$1.72M Hold
16,754
– – 0.01% 550
2020
Q1 		$1.49M Buy
+16,754
New +$1.93M 0.01% 515
2017
Q3 		– Sell
-712
Closed -$65K – 1939
2017
Q2 		$65K Buy
712
+12
+2% +$1K ﹤0.01% 2306
2017
Q1 		$53K Buy
+700
New +$53.4K ﹤0.01% 2430
2015
Q4 		– Sell
-200
Closed -$9K – 4388
2015
Q3 		$9K Buy
+200
New +$10.1K ﹤0.01% 3250
2014
Q4 		– Sell
-350
Closed -$14K – 4132
2014
Q3 		$14K Sell
350
-254
-42% -$12.2K ﹤0.01% 2738
2014
Q2 		$33K Buy
+604
New +$32.4K ﹤0.01% 2157
2014
Q1 		– Sell
-130
Closed -$8K – 3614
2013
Q4 		$8K Buy
+130
New +$6.74K ﹤0.01% 2650

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's ALG Position: Q2 2026 in Review

Creative Planning increased its Alamo Group (ALG) stake by 152% in Q2 2026, buying an estimated $2.53M and bringing the position to 25,879 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Creative Planning first reported a position in ALG in Q4 2013 and has held it in 24 quarters since. 272 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Creative Planning held 25,879 shares of Alamo Group worth $4.26M as of Q2 2026.
  • Creative Planning bought 15,619 Alamo Group shares in Q2 2026, an estimated $2.53M.
  • Alamo Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1534 holding.
  • Creative Planning first reported a position in Alamo Group in Q4 2013 and has held it in 24 quarters since.
  • 272 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

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