Creative Planning
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Creative Planning’s Centuri Holdings CTRI Stock Holding History

Creative Planning’s Portfolio CTRI Stock Details CTRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$679K Buy
22,461
+5,546
+33% +$179K ﹤0.01% 2950
2026
Q1 		$494K Buy
16,915
+7,259
+75% +$212K ﹤0.01% 3040
2025
Q4 		$244K Buy
+9,656
New +$216K ﹤0.01% 3395

Other funds holding CTRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CTRI Position: Q2 2026 in Review

Creative Planning increased its Centuri Holdings (CTRI) stake by 33% in Q2 2026, buying an estimated $179K and bringing the position to 22,461 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Creative Planning first reported a position in CTRI in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold CTRI as of Q2 2026.

  • Creative Planning held 22,461 shares of Centuri Holdings worth $679K as of Q2 2026.
  • Creative Planning bought 5,546 Centuri Holdings shares in Q2 2026, an estimated $179K.
  • Centuri Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2950 holding.
  • Creative Planning first reported a position in Centuri Holdings in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Centuri Holdings as of Q2 2026.

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