Creative Planning’s NovaGold Resources NG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $241K | Sell |
26,790
-856
| -3% | -$8.81K | ﹤0.01% | 3604 |
|
|
2025
Q4 | $258K | Sell |
27,646
-6,033
| -18% | -$55.9K | ﹤0.01% | 3357 |
|
|
2025
Q3 | $296K | Sell |
33,679
-2,415
| -7% | -$14.8K | ﹤0.01% | 3154 |
|
|
2025
Q2 | $148K | Sell |
36,094
-4,699
| -12% | -$17.6K | ﹤0.01% | 3335 |
|
|
2025
Q1 | $119K | Sell |
40,793
-9,435
| -19% | -$30.4K | ﹤0.01% | 3213 |
|
|
2024
Q4 | $167K | Sell |
50,228
-1,161
| -2% | -$4.1K | ﹤0.01% | 3024 |
|
|
2024
Q3 | $211K | Sell |
51,389
-6,413
| -11% | -$27.2K | ﹤0.01% | 2794 |
|
|
2024
Q2 | $200K | Buy |
57,802
+14,052
| +32% | +$46.6K | ﹤0.01% | 2674 |
|
|
2024
Q1 | $131K | Buy |
43,750
+17,192
| +65% | +$48.4K | ﹤0.01% | 2663 |
|
|
2023
Q4 | $99.3K | Buy |
26,558
+11,035
| +71% | +$41.4K | ﹤0.01% | 2572 |
|
|
2023
Q3 | $59.6K | Buy |
15,523
+114
| +0.7% | +$479 | ﹤0.01% | 2460 |
|
|
2023
Q2 | $61.5K | Sell |
15,409
-812
| -5% | -$4.37K | ﹤0.01% | 2419 |
|
|
2023
Q1 | $101K | Buy |
16,221
+109
| +0.7% | +$663 | ﹤0.01% | 2254 |
|
|
2022
Q4 | $96.3K | Buy |
16,112
+3,191
| +25% | +$17K | ﹤0.01% | 2152 |
|
|
2022
Q3 | $61K | Hold |
12,921
| – | – | ﹤0.01% | 2104 |
|
|
2022
Q2 | $62K | Sell |
12,921
-3,084
| -19% | -$19.3K | ﹤0.01% | 2023 |
|
|
2022
Q1 | $124K | Sell |
16,005
-100
| -0.6% | -$704 | ﹤0.01% | 1968 |
|
|
2021
Q4 | $110K | Hold |
16,105
| – | – | ﹤0.01% | 1946 |
|
|
2021
Q3 | $111K | Sell |
16,105
-5,000
| -24% | -$37K | ﹤0.01% | 1934 |
|
|
2021
Q2 | $169K | Sell |
21,105
-4,065
| -16% | -$38.3K | ﹤0.01% | 1821 |
|
|
2021
Q1 | $220K | Buy |
25,170
+4,215
| +20% | +$38.4K | ﹤0.01% | 2026 |
|
|
2020
Q4 | $203K | Sell |
20,955
-8,624
| -29% | -$91.1K | ﹤0.01% | 1895 |
|
|
2020
Q3 | $352K | Buy |
29,579
+1,124
| +4% | +$11K | ﹤0.01% | 1322 |
|
|
2020
Q2 | $261K | Sell |
28,455
-3,638
| -11% | -$36.8K | ﹤0.01% | 1392 |
|
|
2020
Q1 | $237K | Sell |
32,093
-5,182
| -14% | -$44.3K | ﹤0.01% | 1297 |
|
|
2019
Q4 | $334K | Sell |
37,275
-700
| -2% | -$4.84K | ﹤0.01% | 1342 |
|
|
2019
Q3 | $231K | Buy |
37,975
+27,125
| +250% | +$178K | ﹤0.01% | 1512 |
|
|
2019
Q2 | $64K | Sell |
10,850
-14,700
| -58% | -$62.8K | ﹤0.01% | 1793 |
|
|
2019
Q1 | $107K | Buy |
25,550
+11,600
| +83% | +$45.7K | ﹤0.01% | 1695 |
|
|
2018
Q4 | $55K | Hold |
13,950
| – | – | ﹤0.01% | 1702 |
|
|
2018
Q3 | $52K | Sell |
13,950
-7,900
| -36% | -$31.8K | ﹤0.01% | 1872 |
|
|
2018
Q2 | $97K | Buy |
21,850
+7,663
| +54% | +$35.9K | ﹤0.01% | 1776 |
|
|
2018
Q1 | $61K | Buy |
14,187
+3,037
| +27% | +$12.2K | ﹤0.01% | 1803 |
|
|
2017
Q4 | $44K | Sell |
11,150
-900
| -7% | -$3.58K | ﹤0.01% | 1804 |
|
|
2017
Q3 | $50K | Hold |
12,050
| – | – | ﹤0.01% | 1774 |
|
|
2017
Q2 | $55K | Buy |
12,050
+225
| +2% | +$968 | ﹤0.01% | 2449 |
|
|
2017
Q1 | $58K | Sell |
11,825
-1,059
| -8% | -$5.6K | ﹤0.01% | 2368 |
|
|
2016
Q4 | $59K | Sell |
12,884
-31,309
| -71% | -$141K | ﹤0.01% | 2260 |
|
|
2016
Q3 | $247K | Buy |
44,193
+24,176
| +121% | +$150K | ﹤0.01% | 1286 |
|
|
2016
Q2 | $123K | Buy |
20,017
+2,133
| +12% | +$12.7K | ﹤0.01% | 1542 |
|
|
2016
Q1 | $90K | Sell |
17,884
-3,441
| -16% | -$15.8K | ﹤0.01% | 1699 |
|
|
2015
Q4 | $90K | Buy |
21,325
+5,000
| +31% | +$19.2K | ﹤0.01% | 1697 |
|
|
2015
Q3 | $59K | Buy |
16,325
+325
| +2% | +$1.1K | ﹤0.01% | 1925 |
|
|
2015
Q2 | $55K | Buy |
16,000
+5,675
| +55% | +$21.5K | ﹤0.01% | 1029 |
|
|
2015
Q1 | $31K | Sell |
10,325
-3,100
| -23% | -$10.9K | ﹤0.01% | 2374 |
|
|
2014
Q4 | $40K | Buy |
13,425
+1,100
| +9% | +$3.1K | ﹤0.01% | 2150 |
|
|
2014
Q3 | $37K | Sell |
12,325
-14,900
| -55% | -$55.9K | ﹤0.01% | 2132 |
|
|
2014
Q2 | $115K | Buy |
27,225
+12,319
| +83% | +$43.6K | ﹤0.01% | 1356 |
|
|
2014
Q1 | $54K | Buy |
14,906
+1,081
| +8% | +$3.68K | ﹤0.01% | 1752 |
|
|
2013
Q4 | $35K | Buy |
13,825
+726
| +6% | +$1.65K | ﹤0.01% | 1832 |
|
|
2013
Q3 | $30K | Buy |
13,099
+5,574
| +74% | +$14.6K | ﹤0.01% | 1850 |
|
|
2013
Q2 | $16K | Buy |
+7,525
| New | +$18.8K | ﹤0.01% | 2056 |
|
Other funds holding NG
EG
LIM
PC
VCM
Creative Planning's NG Position: Q1 2026 in Review
Creative Planning reduced its NovaGold Resources (NG) stake by 3.1% in Q1 2026, selling an estimated $8.81K and leaving 26,790 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.
Creative Planning first reported a position in NG in Q2 2013 and has held it in 52 quarters since. The position peaked at $352K in Q3 2020. 259 funds tracked by Wall St. Rank hold NG as of Q1 2026.
- Creative Planning held 26,790 shares of NovaGold Resources worth $241K as of Q1 2026.
- Creative Planning sold 856 NovaGold Resources shares in Q1 2026, an estimated $8.81K.
- NovaGold Resources made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3604 holding.
- Creative Planning first reported a position in NovaGold Resources in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's NovaGold Resources position peaked at $352K in Q3 2020.
- 259 funds tracked by Wall St. Rank held NovaGold Resources as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.