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 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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORP

Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's NEWP Position: Q1 2026 in Review

Creative Planning increased its New Pacific Metals (NEWP) stake by 39% in Q1 2026, buying an estimated $39.4K and bringing the position to 34,600 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Creative Planning first reported a position in NEWP in Q2 2021 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold NEWP as of Q1 2026.

Creative Planning held 34,600 shares of New Pacific Metals worth $143K as of Q1 2026.
Creative Planning bought 9,700 New Pacific Metals shares in Q1 2026, an estimated $39.4K.
New Pacific Metals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3827 holding.
Creative Planning first reported a position in New Pacific Metals in Q2 2021 and has held it in 11 quarters since.
60 funds tracked by Wall St. Rank held New Pacific Metals as of Q1 2026.

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