Creative Planning
NATR icon

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
Q2 		$357K Sell
16,389
-10,993
-40% -$257K ﹤0.01% 3434
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 $145M AUM 14.57% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's NATR Position: Q2 2026 in Review

Creative Planning reduced its Nature's Sunshine (NATR) stake by 40% in Q2 2026, selling an estimated $257K and leaving 16,389 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Creative Planning first reported a position in NATR in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q1 2026. 153 funds tracked by Wall St. Rank hold NATR as of Q2 2026.

  • Creative Planning held 16,389 shares of Nature's Sunshine worth $357K as of Q2 2026.
  • Creative Planning sold 10,993 Nature's Sunshine shares in Q2 2026, an estimated $257K.
  • Nature's Sunshine made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3434 holding.
  • Creative Planning first reported a position in Nature's Sunshine in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Nature's Sunshine position peaked at $657K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Nature's Sunshine as of Q2 2026.

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