Creative Planning
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Creative Planning’s Astec Industries ASTE Stock Holding History

Creative Planning’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Sell
26,197
-1,217
-4% -$67.2K ﹤0.01% 2264
2026
Q1 		$1.48M Buy
27,414
+15,124
+123% +$811K ﹤0.01% 2149
2025
Q4 		$532K Buy
12,290
+827
+7% +$37.7K ﹤0.01% 2783
2025
Q3 		$552K Buy
11,463
+852
+8% +$37.3K ﹤0.01% 2627
2025
Q2 		$442K Sell
10,611
-2,841
-21% -$108K ﹤0.01% 2573
2025
Q1 		$463K Buy
13,452
+7,207
+115% +$248K ﹤0.01% 2353
2024
Q4 		$210K Buy
+6,245
New +$216K ﹤0.01% 2941
2015
Q1 		– Sell
-500
Closed -$20K – 4199
2014
Q4 		$20K Hold
500
– – ﹤0.01% 2640
2014
Q3 		$18K Buy
+500
New +$20.3K ﹤0.01% 2596

Other funds holding ASTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Creative Planning's ASTE Position: Q2 2026 in Review

Creative Planning reduced its Astec Industries (ASTE) stake by 4.4% in Q2 2026, selling an estimated $67.2K and leaving 26,197 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Creative Planning first reported a position in ASTE in Q3 2014 and has held it in 9 quarters since. 232 funds tracked by Wall St. Rank hold ASTE as of Q2 2026.

  • Creative Planning held 26,197 shares of Astec Industries worth $1.6M as of Q2 2026.
  • Creative Planning sold 1,217 Astec Industries shares in Q2 2026, an estimated $67.2K.
  • Astec Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2264 holding.
  • Creative Planning first reported a position in Astec Industries in Q3 2014 and has held it in 9 quarters since.
  • 232 funds tracked by Wall St. Rank held Astec Industries as of Q2 2026.

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