Creative Planning
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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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Creative Planning's CX Position: Q1 2026 in Review

Creative Planning increased its Cemex (CX) stake by 42% in Q1 2026, buying an estimated $957K and bringing the position to 271,265 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Creative Planning first reported a position in CX in Q4 2013 and has held it in 49 quarters since. 311 funds tracked by Wall St. Rank hold CX as of Q1 2026.

  • Creative Planning held 271,265 shares of Cemex worth $3.1M as of Q1 2026.
  • Creative Planning bought 80,278 Cemex shares in Q1 2026, an estimated $957K.
  • Cemex made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1555 holding.
  • Creative Planning first reported a position in Cemex in Q4 2013 and has held it in 49 quarters since.
  • 311 funds tracked by Wall St. Rank held Cemex as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.