Creative Planning’s Cemex CX Stock Holding History

Creative Planning’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,600	Closed	-$3K	–	2195
2021 Q1	$3K	Buy	+2,600	New	+$16.8K	﹤0.01%	2534

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Creative Planning's CX Position: Q2 2026 in Review

Creative Planning increased its Cemex (CX) stake by 23% in Q2 2026, buying an estimated $775K and bringing the position to 333,671 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Creative Planning first reported a position in CX in Q4 2013 and has held it in 50 quarters since. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

Creative Planning held 333,671 shares of Cemex worth $4M as of Q2 2026.
Creative Planning bought 62,406 Cemex shares in Q2 2026, an estimated $775K.
Cemex made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1572 holding.
Creative Planning first reported a position in Cemex in Q4 2013 and has held it in 50 quarters since.
320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

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