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 Q2	$252K	Buy	18,020 +3,033	+20%	+$51.4K	﹤0.01%	3707
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Creative Planning's ASC Position: Q2 2026 in Review

Creative Planning increased its Ardmore Shipping (ASC) stake by 20% in Q2 2026, buying an estimated $51.4K and bringing the position to 18,020 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Creative Planning first reported a position in ASC in Q1 2017 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold ASC as of Q2 2026.

Creative Planning held 18,020 shares of Ardmore Shipping worth $252K as of Q2 2026.
Creative Planning bought 3,033 Ardmore Shipping shares in Q2 2026, an estimated $51.4K.
Ardmore Shipping made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3707 holding.
Creative Planning first reported a position in Ardmore Shipping in Q1 2017 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held Ardmore Shipping as of Q2 2026.

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