Creative Planning’s NI Holdings NODK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $223K | Sell |
14,197
-45
| -0.3% | -$629 | ﹤0.01% | 3803 |
|
|
2026
Q1 | $184K | Buy |
14,242
+3
| +0% | +$40 | ﹤0.01% | 3766 |
|
|
2025
Q4 | $189K | Buy |
14,239
+306
| +2% | +$4.13K | ﹤0.01% | 3574 |
|
|
2025
Q3 | $189K | Buy |
13,933
+68
| +0.5% | +$893 | ﹤0.01% | 3513 |
|
|
2025
Q2 | $177K | Buy |
13,865
+149
| +1% | +$1.93K | ﹤0.01% | 3272 |
|
|
2025
Q1 | $196K | Buy |
13,716
+130
| +1% | +$1.89K | ﹤0.01% | 3080 |
|
|
2024
Q4 | $213K | Sell |
13,586
-1,947
| -13% | -$30.9K | ﹤0.01% | 2929 |
|
|
2024
Q3 | $244K | Buy |
15,533
+2,000
| +15% | +$30.4K | ﹤0.01% | 2696 |
|
|
2024
Q2 | $207K | Hold |
13,533
| – | – | ﹤0.01% | 2650 |
|
|
2024
Q1 | $205K | Hold |
13,533
| – | – | ﹤0.01% | 2551 |
|
|
2023
Q4 | $176K | Hold |
13,533
| – | – | ﹤0.01% | 2468 |
|
|
2023
Q3 | $174K | Hold |
13,533
| – | – | ﹤0.01% | 2282 |
|
|
2023
Q2 | $201K | Hold |
13,533
| – | – | ﹤0.01% | 2213 |
|
|
2023
Q1 | $176K | Hold |
13,533
| – | – | ﹤0.01% | 2164 |
|
|
2022
Q4 | $180K | Hold |
13,533
| – | – | ﹤0.01% | 2047 |
|
|
2022
Q3 | $181K | Hold |
13,533
| – | – | ﹤0.01% | 1938 |
|
|
2022
Q2 | $222K | Hold |
13,533
| – | – | ﹤0.01% | 1815 |
|
|
2022
Q1 | $230K | Hold |
13,533
| – | – | ﹤0.01% | 1805 |
|
|
2021
Q4 | $256K | Hold |
13,533
| – | – | ﹤0.01% | 1722 |
|
|
2021
Q3 | $238K | Buy |
+13,533
| New | +$259K | ﹤0.01% | 1743 |
|
|
2021
Q2 | – | Sell |
-13,533
| Closed | -$250K | – | 2414 |
|
|
2021
Q1 | $250K | Hold |
13,533
| – | – | ﹤0.01% | 1915 |
|
|
2020
Q4 | $222K | Hold |
13,533
| – | – | ﹤0.01% | 1820 |
|
|
2020
Q3 | $229K | Hold |
13,533
| – | – | ﹤0.01% | 1599 |
|
|
2020
Q2 | $200K | Sell |
13,533
-1,000
| -7% | -$13.6K | ﹤0.01% | 1531 |
|
|
2020
Q1 | $197K | Sell |
14,533
-12,967
| -47% | -$189K | ﹤0.01% | 1398 |
|
|
2019
Q4 | $473K | Hold |
27,500
| – | – | ﹤0.01% | 1139 |
|
|
2019
Q3 | $471K | Hold |
27,500
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q2 | $484K | Hold |
27,500
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q1 | $440K | Hold |
27,500
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q4 | $433K | Buy |
+27,500
| New | +$438K | ﹤0.01% | 1033 |
|
|
2018
Q2 | – | Sell |
-22,500
| Closed | -$376K | – | 2141 |
|
|
2018
Q1 | $376K | Buy |
+22,500
| New | +$374K | ﹤0.01% | 1225 |
|
Other funds holding NODK
MI
NM
MA
TG
Creative Planning's NODK Position: Q2 2026 in Review
Creative Planning reduced its NI Holdings (NODK) stake by 0.32% in Q2 2026, selling an estimated $629 and leaving 14,197 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3803.
Creative Planning first reported a position in NODK in Q1 2018 and has held it in 31 quarters since. The position peaked at $484K in Q2 2019. 79 funds tracked by Wall St. Rank hold NODK as of Q2 2026.
- Creative Planning held 14,197 shares of NI Holdings worth $223K as of Q2 2026.
- Creative Planning sold 45 NI Holdings shares in Q2 2026, an estimated $629.
- NI Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3803 holding.
- Creative Planning first reported a position in NI Holdings in Q1 2018 and has held it in 31 quarters since.
- Creative Planning's NI Holdings position peaked at $484K in Q2 2019.
- 79 funds tracked by Wall St. Rank held NI Holdings as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.