Creative Planning’s New Pacific Metals NEWP Stock Holding History

Creative Planning’s Portfolio NEWP Stock Details NEWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$100K	Sell	24,900 -9,700	-28%	-$47.7K	﹤0.01%	4039
2026 Q1	$143K	Buy	34,600 +9,700	+39%	+$39.4K	﹤0.01%	3827
2025 Q4	$87.4K	Hold	24,900	–	–	﹤0.01%	3732
2025 Q3	$67.5K	Hold	24,900	–	–	﹤0.01%	3729
2025 Q2	$33.4K	Hold	24,900	–	–	﹤0.01%	3556
2025 Q1	$27.5K	Hold	24,900	–	–	﹤0.01%	3384
2024 Q4	$29.4K	Sell	24,900 -1,000	-4%	-$1.56K	﹤0.01%	3299
2024 Q3	$38.6K	Sell	25,900 -1,100	-4%	-$1.59K	﹤0.01%	3116
2024 Q2	$40.5K	Buy	+27,000	New	+$51.3K	﹤0.01%	2938
2023 Q3	–	Sell	-10,015	Closed	-$21.8K	–	2989
2023 Q2	$21.8K	Buy	+10,015	New	+$24.5K	﹤0.01%	2503
2022 Q2	–	Sell	-11,098	Closed	-$35K	–	2448
2022 Q1	$35K	Buy	+11,098	New	+$34K	﹤0.01%	2089
2021 Q3	–	Sell	-13,848	Closed	-$67K	–	2187
2021 Q2	$67K	Buy	+13,848	New	+$73K	﹤0.01%	1914

Other funds holding NEWP

Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's NEWP Position: Q2 2026 in Review

Creative Planning reduced its New Pacific Metals (NEWP) stake by 28% in Q2 2026, selling an estimated $47.7K and leaving 24,900 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

Creative Planning first reported a position in NEWP in Q2 2021 and has held it in 12 quarters since. The position peaked at $143K in Q1 2026. 82 funds tracked by Wall St. Rank hold NEWP as of Q2 2026.

Creative Planning held 24,900 shares of New Pacific Metals worth $100K as of Q2 2026.
Creative Planning sold 9,700 New Pacific Metals shares in Q2 2026, an estimated $47.7K.
New Pacific Metals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4039 holding.
Creative Planning first reported a position in New Pacific Metals in Q2 2021 and has held it in 12 quarters since.
Creative Planning's New Pacific Metals position peaked at $143K in Q1 2026.
82 funds tracked by Wall St. Rank held New Pacific Metals as of Q2 2026.

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