Creative Planning
MTUS icon

Creative Planning’s Metallus MTUS Stock Holding History

Creative Planning’s Portfolio MTUS Stock Details MTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$548K Sell
33,544
-7,675
-19% -$141K ﹤0.01% 2963
2025
Q4 		$707K Sell
41,219
-644
-2% -$11K ﹤0.01% 2560
2025
Q3 		$692K Buy
41,863
+5,714
+16% +$93.2K ﹤0.01% 2444
2025
Q2 		$557K Buy
36,149
+5,003
+16% +$66.6K ﹤0.01% 2369
2025
Q1 		$416K Buy
31,146
+14,634
+89% +$213K ﹤0.01% 2467
2024
Q4 		$233K Buy
16,512
+4,164
+34% +$62.9K ﹤0.01% 2863
2024
Q3 		$183K Buy
+12,348
New +$222K ﹤0.01% 2872
2017
Q3 		– Sell
-165
Closed -$3K – 3776
2017
Q2 		$3K Sell
165
-236
-59% -$3.5K ﹤0.01% 4217
2017
Q1 		$8K Buy
401
+200
+100% +$3.56K ﹤0.01% 3745
2016
Q4 		$3K Buy
201
+36
+22% +$482 ﹤0.01% 4180
2016
Q3 		$2K Hold
165
– – ﹤0.01% 4270
2016
Q2 		$2K Hold
165
– – ﹤0.01% 4064
2016
Q1 		$2K Sell
165
-121
-42% -$885 ﹤0.01% 4006
2015
Q4 		$2K Sell
286
-305
-52% -$3.27K ﹤0.01% 4086
2015
Q3 		$6K Buy
+591
New +$10.7K ﹤0.01% 3542
2015
Q2 		– Sell
-319
Closed -$8K – 3087
2015
Q1 		$8K Buy
319
+104
+48% +$3.06K ﹤0.01% 3339
2014
Q4 		$8K Buy
215
+50
+30% +$1.85K ﹤0.01% 3256
2014
Q3 		$8K Buy
+165
New +$7.62K ﹤0.01% 3087

Other funds holding MTUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's MTUS Position: Q1 2026 in Review

Creative Planning reduced its Metallus (MTUS) stake by 19% in Q1 2026, selling an estimated $141K and leaving 33,544 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

Creative Planning first reported a position in MTUS in Q3 2014 and has held it in 18 quarters since. The position peaked at $707K in Q4 2025. 204 funds tracked by Wall St. Rank hold MTUS as of Q1 2026.

  • Creative Planning held 33,544 shares of Metallus worth $548K as of Q1 2026.
  • Creative Planning sold 7,675 Metallus shares in Q1 2026, an estimated $141K.
  • Metallus made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2963 holding.
  • Creative Planning first reported a position in Metallus in Q3 2014 and has held it in 18 quarters since.
  • Creative Planning's Metallus position peaked at $707K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Metallus as of Q1 2026.

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