Creative Planning’s MRC Global MRC Stock Holding History

Creative Planning’s Portfolio MRC Stock Details MRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-36,685	Closed	-$529K	–	4034
2025 Q3	$529K	Buy	36,685 +7,066	+24%	+$101K	﹤0.01%	2663
2025 Q2	$406K	Buy	+29,619	New	+$357K	﹤0.01%	2642
2016 Q3	–	Sell	-1,400	Closed	-$20K	–	4676
2016 Q2	$20K	Hold	1,400	–	–	﹤0.01%	2807
2016 Q1	$18K	Sell	1,400 -800	-36%	-$9.21K	﹤0.01%	2828
2015 Q4	$28K	Buy	2,200 +1,800	+450%	+$23.7K	﹤0.01%	2595
2015 Q3	$4K	Buy	+400	New	+$5.22K	﹤0.01%	3721
2015 Q2	–	Sell	-400	Closed	-$5K	–	2276
2015 Q1	$5K	Hold	400	–	–	﹤0.01%	3540
2014 Q4	$6K	Buy	+400	New	+$7.77K	﹤0.01%	3405
2013 Q3	–	Sell	-1,500	Closed	-$41K	–	3299
2013 Q2	$41K	Buy	+1,500	New	+$44.5K	﹤0.01%	1487

Other funds holding MRC

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's MRC Position: Q4 2025 in Review

Creative Planning sold out of MRC Global (MRC) in Q4 2025, closing a stake of 36,685 shares — an estimated $529K sold.

Creative Planning first reported a position in MRC in Q2 2013 and held it in 9 quarters. The position peaked at $529K in Q3 2025. 3 funds tracked by Wall St. Rank hold MRC as of Q4 2025.

Creative Planning reported no remaining MRC Global position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 36,685 MRC Global shares in Q4 2025, an estimated $529K.
Creative Planning first reported a position in MRC Global in Q2 2013 and held it in 9 quarters.
Creative Planning's MRC Global position peaked at $529K in Q3 2025.
3 funds tracked by Wall St. Rank held MRC Global as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.