Creative Planning
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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
Q2 		$4.27M Buy
57,671
+21,641
+60% +$1.63M ﹤0.01% 1533
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 – 4335
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Creative Planning's MTX Position: Q2 2026 in Review

Creative Planning increased its Minerals Technologies (MTX) stake by 60% in Q2 2026, buying an estimated $1.63M and bringing the position to 57,671 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Creative Planning first reported a position in MTX in Q3 2014 and has held it in 11 quarters since. 293 funds tracked by Wall St. Rank hold MTX as of Q2 2026.

  • Creative Planning held 57,671 shares of Minerals Technologies worth $4.27M as of Q2 2026.
  • Creative Planning bought 21,641 Minerals Technologies shares in Q2 2026, an estimated $1.63M.
  • Minerals Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1533 holding.
  • Creative Planning first reported a position in Minerals Technologies in Q3 2014 and has held it in 11 quarters since.
  • 293 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2026.

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