Creative Planning
MNRO icon

Creative Planning’s Monro MNRO Stock Holding History

Creative Planning’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Sell
116,593
-35,041
-23% -$681K ﹤0.01% 1941
2025
Q4 		$3.04M Buy
151,634
+18,387
+14% +$338K ﹤0.01% 1373
2025
Q3 		$2.39M Buy
133,247
+3,051
+2% +$50.1K ﹤0.01% 1400
2025
Q2 		$1.94M Buy
130,196
+99,457
+324% +$1.43M ﹤0.01% 1335
2025
Q1 		$445K Buy
30,739
+16,153
+111% +$309K ﹤0.01% 2388
2024
Q4 		$362K Sell
14,586
-114
-0.8% -$3.12K ﹤0.01% 2515
2024
Q3 		$424K Buy
14,700
+2,701
+23% +$69.8K ﹤0.01% 2250
2024
Q2 		$286K Sell
11,999
-7,986
-40% -$213K ﹤0.01% 2389
2024
Q1 		$630K Sell
19,985
-1,466
-7% -$45.3K ﹤0.01% 1690
2023
Q4 		$629K Buy
+21,451
New +$604K ﹤0.01% 1536
2016
Q3 		– Sell
-44
Closed -$3K – 4673
2016
Q2 		$3K Buy
44
+25
+132% +$1.65K ﹤0.01% 3900
2016
Q1 		$1K Hold
19
– – ﹤0.01% 4143
2015
Q4 		$1K Sell
19
-181
-91% -$12.9K ﹤0.01% 4226
2015
Q3 		$14K Buy
+200
New +$12.8K ﹤0.01% 2993
2015
Q2 		– Sell
-400
Closed -$26K – 2261
2015
Q1 		$26K Sell
400
-603
-60% -$36.9K ﹤0.01% 2513
2014
Q4 		$58K Buy
+1,003
New +$53.4K ﹤0.01% 1906
2014
Q3 		– Sell
-69
Closed -$4K – 4098
2014
Q2 		$4K Buy
+69
New +$3.78K ﹤0.01% 3308

Other funds holding MNRO

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return