Creative Planning
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Creative Planning’s James Hardie Industries JHX Stock Holding History

Creative Planning’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$921K Sell
48,614
-8,686
-15% -$195K ﹤0.01% 2531
2025
Q4 		$1.19M Sell
57,300
-6,206
-10% -$124K ﹤0.01% 2153
2025
Q3 		$1.22M Sell
63,506
-152,893
-71% -$3.66M ﹤0.01% 1933
2025
Q2 		$5.82M Buy
216,399
+145,081
+203% +$3.51M 0.01% 713
2025
Q1 		$1.68M Sell
71,318
-2,271
-3% -$71.5K ﹤0.01% 1312
2024
Q4 		$2.27M Sell
73,589
-3,579
-5% -$124K ﹤0.01% 1053
2024
Q3 		$3.1M Buy
77,168
+10,803
+16% +$379K ﹤0.01% 842
2024
Q2 		$2.09M Sell
66,365
-2,429
-4% -$83.5K ﹤0.01% 958
2024
Q1 		$2.78M Buy
68,794
+8,798
+15% +$338K ﹤0.01% 832
2023
Q4 		$2.32M Buy
59,996
+8,933
+17% +$268K ﹤0.01% 860
2023
Q3 		$1.34M Buy
51,063
+4,613
+10% +$130K ﹤0.01% 1028
2023
Q2 		$1.25M Buy
46,450
+16,539
+55% +$399K ﹤0.01% 1017
2023
Q1 		$648K Buy
29,911
+16,703
+126% +$354K ﹤0.01% 1320
2022
Q4 		$237K Sell
13,208
-3,265
-20% -$65.5K ﹤0.01% 1907
2022
Q3 		$326K Buy
16,473
+7,169
+77% +$167K ﹤0.01% 1600
2022
Q2 		$204K Buy
+9,304
New +$246K ﹤0.01% 1872
2022
Q1 		– Sell
-6,356
Closed -$259K – 2397
2021
Q4 		$259K Buy
6,356
+23
+0.4% +$902 ﹤0.01% 1711
2021
Q3 		$226K Buy
+6,333
New +$232K ﹤0.01% 1788
2021
Q2 		– Sell
-6,965
Closed -$213K – 2333
2021
Q1 		$213K Buy
+6,965
New +$207K ﹤0.01% 2054
2017
Q3 		– Sell
-1,198
Closed -$19K – 2820
2017
Q2 		$19K Sell
1,198
-167
-12% -$2.62K ﹤0.01% 3218
2017
Q1 		$22K Sell
1,365
-473
-26% -$7.3K ﹤0.01% 3063
2016
Q4 		$29K Buy
1,838
+897
+95% +$13.8K ﹤0.01% 2821
2016
Q3 		$15K Buy
+941
New +$15.3K ﹤0.01% 3238

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Creative Planning's JHX Position: Q1 2026 in Review

Creative Planning reduced its James Hardie Industries (JHX) stake by 15% in Q1 2026, selling an estimated $195K and leaving 48,614 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Creative Planning first reported a position in JHX in Q3 2016 and has held it in 23 quarters since. The position peaked at $5.82M in Q2 2025. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Creative Planning held 48,614 shares of James Hardie Industries worth $921K as of Q1 2026.
  • Creative Planning sold 8,686 James Hardie Industries shares in Q1 2026, an estimated $195K.
  • James Hardie Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2531 holding.
  • Creative Planning first reported a position in James Hardie Industries in Q3 2016 and has held it in 23 quarters since.
  • Creative Planning's James Hardie Industries position peaked at $5.82M in Q2 2025.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

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