Creative Planning’s Ardmore Shipping ASC Stock Holding History

Creative Planning’s Portfolio ASC Stock Details ASC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Sell	14,987 -6,736	-31%	-$92.6K	﹤0.01%	3640
2025 Q4	$230K	Buy	21,723 +700	+3%	+$8.32K	﹤0.01%	3445
2025 Q3	$250K	Buy	+21,023	New	+$236K	﹤0.01%	3293
2025 Q2	–	Sell	-10,235	Closed	-$100K	–	3684
2025 Q1	$100K	Sell	10,235 -3,261	-24%	-$35.6K	﹤0.01%	3253
2024 Q4	$164K	Buy	+13,496	New	+$183K	﹤0.01%	3036
2020 Q4	–	Sell	-13,515	Closed	-$48K	–	2345
2020 Q3	$48K	Buy	+13,515	New	+$52.9K	﹤0.01%	1904
2017 Q3	–	Sell	-680	Closed	-$6K	–	1998
2017 Q2	$6K	Hold	680	–	–	﹤0.01%	3883
2017 Q1	$5K	Buy	+680	New	+$5K	﹤0.01%	3935

Other funds holding ASC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Creative Planning's ASC Position: Q1 2026 in Review

Creative Planning reduced its Ardmore Shipping (ASC) stake by 31% in Q1 2026, selling an estimated $92.6K and leaving 14,987 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

Creative Planning first reported a position in ASC in Q1 2017 and has held it in 8 quarters since. The position peaked at $250K in Q3 2025. 192 funds tracked by Wall St. Rank hold ASC as of Q1 2026.

Creative Planning held 14,987 shares of Ardmore Shipping worth $229K as of Q1 2026.
Creative Planning sold 6,736 Ardmore Shipping shares in Q1 2026, an estimated $92.6K.
Ardmore Shipping made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3640 holding.
Creative Planning first reported a position in Ardmore Shipping in Q1 2017 and has held it in 8 quarters since.
Creative Planning's Ardmore Shipping position peaked at $250K in Q3 2025.
192 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2026.

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