Creative Planning
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Creative Planning’s Mine Safety MSA Stock Holding History

Creative Planning’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
8,731
+1,194
+16% +$200K ﹤0.01% 2311
2026
Q1 		$1.24M Buy
7,537
+1,684
+29% +$308K ﹤0.01% 2284
2025
Q4 		$937K Sell
5,853
-1,015
-15% -$165K ﹤0.01% 2329
2025
Q3 		$1.18M Buy
6,868
+2,146
+45% +$371K ﹤0.01% 1959
2025
Q2 		$791K Buy
4,722
+1,285
+37% +$201K ﹤0.01% 2060
2025
Q1 		$504K Buy
3,437
+986
+40% +$157K ﹤0.01% 2283
2024
Q4 		$406K Buy
2,451
+205
+9% +$35.1K ﹤0.01% 2417
2024
Q3 		$398K Buy
2,246
+114
+5% +$20.7K ﹤0.01% 2296
2024
Q2 		$400K Sell
2,132
-20
-0.9% -$3.72K ﹤0.01% 2125
2024
Q1 		$417K Buy
2,152
+85
+4% +$14.9K ﹤0.01% 1998
2023
Q4 		$349K Buy
2,067
+740
+56% +$120K ﹤0.01% 1987
2023
Q3 		$209K Buy
1,327
+4
+0.3% +$687 ﹤0.01% 2209
2023
Q2 		$230K Buy
+1,323
New +$189K ﹤0.01% 2110
2017
Q3 		– Sell
-100
Closed -$8K – 3007
2017
Q2 		$8K Hold
100
– – ﹤0.01% 3757
2017
Q1 		$7K Hold
100
– – ﹤0.01% 3800
2016
Q4 		$7K Hold
100
– – ﹤0.01% 3776
2016
Q3 		$6K Hold
100
– – ﹤0.01% 3817
2016
Q2 		$5K Hold
100
– – ﹤0.01% 3654
2016
Q1 		$5K Hold
100
– – ﹤0.01% 3593
2015
Q4 		$4K Hold
100
– – ﹤0.01% 3793
2015
Q3 		$4K Buy
+100
New +$4.65K ﹤0.01% 3722
2015
Q2 		– Sell
-100
Closed -$5K – 2283
2015
Q1 		$5K Hold
100
– – ﹤0.01% 3542
2014
Q4 		$5K Buy
+100
New +$5.29K ﹤0.01% 3500

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Creative Planning's MSA Position: Q2 2026 in Review

Creative Planning increased its Mine Safety (MSA) stake by 16% in Q2 2026, buying an estimated $200K and bringing the position to 8,731 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Creative Planning first reported a position in MSA in Q4 2014 and has held it in 23 quarters since. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Creative Planning held 8,731 shares of Mine Safety worth $1.52M as of Q2 2026.
  • Creative Planning bought 1,194 Mine Safety shares in Q2 2026, an estimated $200K.
  • Mine Safety made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2311 holding.
  • Creative Planning first reported a position in Mine Safety in Q4 2014 and has held it in 23 quarters since.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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