Creative Planning’s Critical Metals Corp CRML Stock Holding History

Creative Planning’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.3M	Sell	321,490 -11,452	-3%	-$123K	﹤0.01%	1711
2026 Q1	$2.64M	Buy	332,942 +40,541	+14%	+$467K	﹤0.01%	1682
2025 Q4	$2.03M	Sell	292,401 -21,399	-7%	-$233K	﹤0.01%	1724
2025 Q3	$1.95M	Buy	+313,800	New	+$1.61M	﹤0.01%	1564

Other funds holding CRML

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's CRML Position: Q2 2026 in Review

Creative Planning reduced its Critical Metals Corp (CRML) stake by 3.4% in Q2 2026, selling an estimated $123K and leaving 321,490 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Creative Planning first reported a position in CRML in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

Creative Planning held 321,490 shares of Critical Metals Corp worth $3.3M as of Q2 2026.
Creative Planning sold 11,452 Critical Metals Corp shares in Q2 2026, an estimated $123K.
Critical Metals Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1711 holding.
Creative Planning first reported a position in Critical Metals Corp in Q3 2025 and has held it in 4 quarters since.
169 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

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