Creative Planning’s Methanex MEOH Stock Holding History

Creative Planning’s Portfolio MEOH Stock Details MEOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,412	Closed	-$263K	–	4372
2026 Q1	$263K	Buy	+4,412	New	+$222K	﹤0.01%	3524
2017 Q3	–	Sell	-2,152	Closed	-$95K	–	2961
2017 Q2	$95K	Hold	2,152	–	–	﹤0.01%	2030
2017 Q1	$101K	Buy	2,152 +152	+8%	+$7.29K	﹤0.01%	1955
2016 Q4	$88K	Hold	2,000	–	–	﹤0.01%	1956
2016 Q3	$71K	Hold	2,000	–	–	﹤0.01%	2097
2016 Q2	$58K	Hold	2,000	–	–	﹤0.01%	2036
2016 Q1	$64K	Sell	2,000 -18	-0.9%	-$535	﹤0.01%	1919
2015 Q4	$67K	Hold	2,018	–	–	﹤0.01%	1884
2015 Q3	$67K	Buy	+2,018	New	+$86.4K	﹤0.01%	1838
2015 Q2	–	Sell	-2,000	Closed	-$107K	–	2215
2015 Q1	$107K	Sell	2,000 -55	-3%	-$2.76K	﹤0.01%	1541
2014 Q4	$94K	Sell	2,055 -210	-9%	-$11.4K	﹤0.01%	1583
2014 Q3	$151K	Sell	2,265 -774	-25%	-$51.2K	﹤0.01%	1221
2014 Q2	$188K	Buy	+3,039	New	+$186K	﹤0.01%	1063

Other funds holding MEOH

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's MEOH Position: Q2 2026 in Review

Creative Planning sold out of Methanex (MEOH) in Q2 2026, closing a stake of 4,412 shares — an estimated $263K sold.

Creative Planning first reported a position in MEOH in Q2 2014 and held it in 13 quarters. The position peaked at $263K in Q1 2026. 211 funds tracked by Wall St. Rank hold MEOH as of Q2 2026.

Creative Planning reported no remaining Methanex position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 4,412 Methanex shares in Q2 2026, an estimated $263K.
Creative Planning first reported a position in Methanex in Q2 2014 and held it in 13 quarters.
Creative Planning's Methanex position peaked at $263K in Q1 2026.
211 funds tracked by Wall St. Rank held Methanex as of Q2 2026.

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