Creative Planning
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Creative Planning’s CoreCivic CXW Stock Holding History

Creative Planning’s Portfolio CXW Stock Details CXW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615K Buy
20,233
+4,947
+32% +$112K ﹤0.01% 3038
2026
Q1 		$289K Sell
15,286
-6,069
-28% -$114K ﹤0.01% 3457
2025
Q4 		$408K Buy
21,355
+3,353
+19% +$61.4K ﹤0.01% 3013
2025
Q3 		$366K Buy
18,002
+6,976
+63% +$145K ﹤0.01% 2993
2025
Q2 		$232K Buy
+11,026
New +$238K ﹤0.01% 3105
2017
Q3 		– Sell
-1,245
Closed -$34K – 2289
2017
Q2 		$34K Sell
1,245
-1,438
-54% -$44.9K ﹤0.01% 2807
2017
Q1 		$84K Sell
2,683
-779
-23% -$23.8K ﹤0.01% 2068
2016
Q4 		$85K Buy
3,462
+2,390
+223% +$45.6K ﹤0.01% 1973
2016
Q3 		$15K Sell
1,072
-2,028
-65% -$48.4K ﹤0.01% 3232
2016
Q2 		$109K Buy
3,100
+2,500
+417% +$82K ﹤0.01% 1627
2016
Q1 		$19K Hold
600
– – ﹤0.01% 2782
2015
Q4 		$16K Sell
600
-505
-46% -$13.8K ﹤0.01% 2974
2015
Q3 		$33K Buy
+1,105
New +$35.4K ﹤0.01% 2347
2015
Q2 		– Sell
-1,675
Closed -$67K – 1508
2015
Q1 		$67K Buy
1,675
+484
+41% +$19.1K ﹤0.01% 1804
2014
Q4 		$43K Buy
1,191
+591
+99% +$21.3K ﹤0.01% 2104
2014
Q3 		$21K Buy
600
+397
+196% +$13.7K ﹤0.01% 2509
2014
Q2 		$7K Buy
203
+3
+2% +$98 ﹤0.01% 3041
2014
Q1 		$6K Sell
200
-900
-82% -$29.7K ﹤0.01% 2988
2013
Q4 		$35K Buy
+1,100
New +$38.3K ﹤0.01% 1822

Other funds holding CXW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Creative Planning's CXW Position: Q2 2026 in Review

Creative Planning increased its CoreCivic (CXW) stake by 32% in Q2 2026, buying an estimated $112K and bringing the position to 20,233 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Creative Planning first reported a position in CXW in Q4 2013 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold CXW as of Q2 2026.

  • Creative Planning held 20,233 shares of CoreCivic worth $615K as of Q2 2026.
  • Creative Planning bought 4,947 CoreCivic shares in Q2 2026, an estimated $112K.
  • CoreCivic made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3038 holding.
  • Creative Planning first reported a position in CoreCivic in Q4 2013 and has held it in 19 quarters since.
  • 279 funds tracked by Wall St. Rank held CoreCivic as of Q2 2026.

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