Creative Planning
MTX icon

Creative Planning’s Minerals Technologies MTX Stock Holding History

Creative Planning’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
36,030
+14,647
+68% +$1.01M ﹤0.01% 1710
2025
Q4 		$1.3M Buy
21,383
+8,565
+67% +$507K ﹤0.01% 2071
2025
Q3 		$796K Buy
12,818
+5,973
+87% +$364K ﹤0.01% 2336
2025
Q2 		$377K Buy
6,845
+3,287
+92% +$185K ﹤0.01% 2705
2025
Q1 		$226K Buy
3,558
+608
+21% +$43.4K ﹤0.01% 2964
2024
Q4 		$225K Buy
+2,950
New +$232K ﹤0.01% 2888
2024
Q3 		– Sell
-2,783
Closed -$231K – 3272
2024
Q2 		$231K Buy
+2,783
New +$220K ﹤0.01% 2571
2017
Q3 		– Sell
-290
Closed -$21K – 3022
2017
Q2 		$21K Buy
+290
New +$21.6K ﹤0.01% 3158
2015
Q1 		– Sell
-55
Closed -$4K – 4337
2014
Q4 		$4K Hold
55
– – ﹤0.01% 3604
2014
Q3 		$3K Buy
+55
New +$3.43K ﹤0.01% 3523

Other funds holding MTX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return