Creative Planning
ASIX icon

Creative Planning’s AdvanSix ASIX Stock Holding History

Creative Planning’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.96M Buy
148,891
+1,035
+0.7% +$23.3K ﹤0.01% 1797
2026
Q1 		$3.61M Buy
147,856
+79,698
+117% +$1.5M ﹤0.01% 1424
2025
Q4 		$1.18M Buy
68,158
+23,540
+53% +$411K ﹤0.01% 2163
2025
Q3 		$865K Buy
44,618
+32,657
+273% +$686K ﹤0.01% 2251
2025
Q2 		$284K Buy
11,961
+1,399
+13% +$31.7K ﹤0.01% 2943
2025
Q1 		$239K Sell
10,562
-3,145
-23% -$87.5K ﹤0.01% 2928
2024
Q4 		$391K Buy
13,707
+179
+1% +$5.41K ﹤0.01% 2455
2024
Q3 		$411K Buy
13,528
+2,030
+18% +$55.3K ﹤0.01% 2272
2024
Q2 		$264K Buy
+11,498
New +$287K ﹤0.01% 2469
2024
Q1 		– Sell
-11
Closed -$336 – 2923
2023
Q4 		$336 Buy
11
+9
+450% +$250 ﹤0.01% 2741
2023
Q3 		$63 Buy
+2
New +$69 ﹤0.01% 2884
2023
Q2 		– Sell
-2
Closed -$77 – 2658
2023
Q1 		$77 Buy
2
+1
+100% +$40 ﹤0.01% 2635
2022
Q4 		$38 Buy
+1
New +$37 ﹤0.01% 2478
2022
Q2 		– Sell
-2
Closed – – 2287
2022
Q1 		$0 Buy
+2
New +$89 ﹤0.01% 2350
2017
Q3 		– Sell
-1,713
Closed -$54K – 2003
2017
Q2 		$54K Sell
1,713
-161
-9% -$4.58K ﹤0.01% 2457
2017
Q1 		$51K Sell
1,874
-310
-14% -$8.03K ﹤0.01% 2459
2016
Q4 		$48K Buy
+2,184
New +$39.2K ﹤0.01% 2415

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's ASIX Position: Q2 2026 in Review

Creative Planning increased its AdvanSix (ASIX) stake by 0.7% in Q2 2026, buying an estimated $23.3K and bringing the position to 148,891 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Creative Planning first reported a position in ASIX in Q4 2016 and has held it in 17 quarters since. The position peaked at $3.61M in Q1 2026. 256 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

  • Creative Planning held 148,891 shares of AdvanSix worth $2.96M as of Q2 2026.
  • Creative Planning bought 1,035 AdvanSix shares in Q2 2026, an estimated $23.3K.
  • AdvanSix made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1797 holding.
  • Creative Planning first reported a position in AdvanSix in Q4 2016 and has held it in 17 quarters since.
  • Creative Planning's AdvanSix position peaked at $3.61M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

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