Creative Planning
MTW icon

Creative Planning’s Manitowoc MTW Stock Holding History

Creative Planning’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Buy
33,699
+9,201
+38% +$117K ﹤0.01% 3240
2026
Q1 		$285K Buy
24,498
+5,608
+30% +$75.2K ﹤0.01% 3466
2025
Q4 		$226K Buy
+18,890
New +$215K ﹤0.01% 3457
2025
Q2 		– Sell
-20,570
Closed -$177K – 3758
2025
Q1 		$177K Buy
+20,570
New +$201K ﹤0.01% 3116
2017
Q3 		– Sell
-1,418
Closed -$34K – 3021
2017
Q2 		$34K Buy
1,418
+93
+7% +$2.18K ﹤0.01% 2811
2017
Q1 		$30K Buy
1,325
+51
+4% +$1.26K ﹤0.01% 2840
2016
Q4 		$30K Sell
1,274
-118
-8% -$2.43K ﹤0.01% 2792
2016
Q3 		$27K Buy
1,392
+100
+8% +$2.02K ﹤0.01% 2835
2016
Q2 		$28K Hold
1,292
– – ﹤0.01% 2548
2016
Q1 		$22K Sell
1,292
-11,599
-90% -$168K ﹤0.01% 2694
2015
Q4 		$179K Sell
12,891
-1,835
-12% -$26K ﹤0.01% 1268
2015
Q3 		$200K Buy
+14,726
New +$227K ﹤0.01% 1195
2015
Q2 		– Sell
-12,447
Closed -$243K – 2304
2015
Q1 		$243K Sell
12,447
-525
-4% -$9.84K ﹤0.01% 1088
2014
Q4 		$260K Buy
12,972
+3,423
+36% +$62.1K ﹤0.01% 1000
2014
Q3 		$203K Sell
9,549
-1,052
-10% -$27.4K ﹤0.01% 1046
2014
Q2 		$316K Buy
10,601
+6,241
+143% +$166K ﹤0.01% 818
2014
Q1 		$124K Sell
4,360
-332
-7% -$8.51K ﹤0.01% 1259
2013
Q4 		$99K Sell
4,692
-2,382
-34% -$43.7K ﹤0.01% 1202
2013
Q3 		$125K Buy
7,074
+43
+0.6% +$781 ﹤0.01% 979
2013
Q2 		$114K Buy
+7,031
New +$120K ﹤0.01% 919

Other funds holding MTW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
IH
IES Holdings Houston, Texas $311M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's MTW Position: Q2 2026 in Review

Creative Planning increased its Manitowoc (MTW) stake by 38% in Q2 2026, buying an estimated $117K and bringing the position to 33,699 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Creative Planning first reported a position in MTW in Q2 2013 and has held it in 20 quarters since. 166 funds tracked by Wall St. Rank hold MTW as of Q2 2026.

  • Creative Planning held 33,699 shares of Manitowoc worth $468K as of Q2 2026.
  • Creative Planning bought 9,201 Manitowoc shares in Q2 2026, an estimated $117K.
  • Manitowoc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3240 holding.
  • Creative Planning first reported a position in Manitowoc in Q2 2013 and has held it in 20 quarters since.
  • 166 funds tracked by Wall St. Rank held Manitowoc as of Q2 2026.

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