Creative Planning
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Creative Planning’s Nature's Sunshine NATR Stock Holding History

Creative Planning’s Portfolio NATR Stock Details NATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Buy
27,382
+9,327
+52% +$231K ﹤0.01% 2809
2025
Q4 		$390K Buy
+18,055
New +$331K ﹤0.01% 3044

Other funds holding NATR

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's NATR Position: Q1 2026 in Review

Creative Planning increased its Nature's Sunshine (NATR) stake by 52% in Q1 2026, buying an estimated $231K and bringing the position to 27,382 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Creative Planning first reported a position in NATR in Q4 2025 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold NATR as of Q1 2026.

  • Creative Planning held 27,382 shares of Nature's Sunshine worth $657K as of Q1 2026.
  • Creative Planning bought 9,327 Nature's Sunshine shares in Q1 2026, an estimated $231K.
  • Nature's Sunshine made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2809 holding.
  • Creative Planning first reported a position in Nature's Sunshine in Q4 2025 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Nature's Sunshine as of Q1 2026.

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