Creative Planning
NIQ

Creative Planning’s NIQ Global Intelligence PLC NIQ Stock Holding History

Creative Planning’s Portfolio NIQ Stock Details NIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Sell
11,781
-8,392
-42% -$81.1K ﹤0.01% 4027
2026
Q1 		$229K Buy
20,173
+5,292
+36% +$71.4K ﹤0.01% 3636
2025
Q4 		$245K Buy
+14,881
New +$218K ﹤0.01% 3390

Other funds holding NIQ

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP
JNE Partners London, United Kingdom $243M AUM 2.37% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
Alamut Investment Management London $123M AUM 36.82% 1-Year Est. Return
BCP
BlackBarn Capital Partners New York $1.19B AUM 63.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Creative Planning's NIQ Position: Q2 2026 in Review

Creative Planning reduced its NIQ Global Intelligence PLC (NIQ) stake by 42% in Q2 2026, selling an estimated $81.1K and leaving 11,781 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #4027.

Creative Planning first reported a position in NIQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q4 2025. 163 funds tracked by Wall St. Rank hold NIQ as of Q2 2026.

  • Creative Planning held 11,781 shares of NIQ Global Intelligence PLC worth $110K as of Q2 2026.
  • Creative Planning sold 8,392 NIQ Global Intelligence PLC shares in Q2 2026, an estimated $81.1K.
  • NIQ Global Intelligence PLC made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4027 holding.
  • Creative Planning first reported a position in NIQ Global Intelligence PLC in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's NIQ Global Intelligence PLC position peaked at $245K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held NIQ Global Intelligence PLC as of Q2 2026.

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