Creative Planning
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Creative Planning’s AXT Inc AXTI Stock Holding History

Creative Planning’s Portfolio AXTI Stock Details AXTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.59M Sell
35,980
-4,443
-11% -$400K ﹤0.01% 1886
2026
Q1 		$2.3M Buy
40,423
+731
+2% +$24.2K ﹤0.01% 1789
2025
Q4 		$649K Sell
39,692
-1,356
-3% -$13.1K ﹤0.01% 2624
2025
Q3 		$184K Sell
41,048
-75
-0.2% -$214 ﹤0.01% 3522
2025
Q2 		$85.9K Buy
+41,123
New +$63.9K ﹤0.01% 3452
2024
Q4 		– Sell
-52,448
Closed -$127K – 3592
2024
Q3 		$127K Buy
+52,448
New +$148K ﹤0.01% 2969
2024
Q1 		– Sell
-52,448
Closed -$126K – 2926
2023
Q4 		$126K Sell
52,448
-30,000
-36% -$67K ﹤0.01% 2541
2023
Q3 		$198K Buy
82,448
+19,862
+32% +$52.5K ﹤0.01% 2245
2023
Q2 		$215K Buy
+62,586
New +$211K ﹤0.01% 2160
2022
Q4 		– Sell
-43,018
Closed -$288K – 2497
2022
Q3 		$288K Sell
43,018
-9,800
-19% -$77K ﹤0.01% 1669
2022
Q2 		$310K Buy
52,818
+15,000
+40% +$88.4K ﹤0.01% 1587
2022
Q1 		$265K Sell
37,818
-150
-0.4% -$1.13K ﹤0.01% 1715
2021
Q4 		$334K Hold
37,968
– – ﹤0.01% 1548
2021
Q3 		$316K Buy
+37,968
New +$354K ﹤0.01% 1558

Other funds holding AXTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's AXTI Position: Q2 2026 in Review

Creative Planning reduced its AXT Inc (AXTI) stake by 11% in Q2 2026, selling an estimated $400K and leaving 35,980 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Creative Planning first reported a position in AXTI in Q3 2021 and has held it in 14 quarters since. 257 funds tracked by Wall St. Rank hold AXTI as of Q2 2026.

  • Creative Planning held 35,980 shares of AXT Inc worth $2.59M as of Q2 2026.
  • Creative Planning sold 4,443 AXT Inc shares in Q2 2026, an estimated $400K.
  • AXT Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1886 holding.
  • Creative Planning first reported a position in AXT Inc in Q3 2021 and has held it in 14 quarters since.
  • 257 funds tracked by Wall St. Rank held AXT Inc as of Q2 2026.

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