Creative Planning’s Nutex Health NUTX Stock Holding History

Creative Planning’s Portfolio NUTX Stock Details NUTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$372K	Sell	3,915 -1,236	-24%	-$152K	﹤0.01%	3251
2025 Q4	$848K	Buy	+5,151	New	+$683K	﹤0.01%	2415
2025 Q2	–	Sell	-4,511	Closed	-$212K	–	3764
2025 Q1	$212K	Buy	+4,511	New	+$220K	﹤0.01%	3018
2024 Q3	–	Sell	-5,093	Closed	-$30.3K	–	3275
2024 Q2	$30.3K	Sell	5,093 -3	-0.1%	-$22	﹤0.01%	2965
2024 Q1	$73.3K	Sell	5,096 -1	-0%	-$20	﹤0.01%	2750
2023 Q4	$138K	Buy	5,097 +281	+6%	+$8.76K	﹤0.01%	2521
2023 Q3	$146K	Buy	4,816 +451	+10%	+$21.8K	﹤0.01%	2323
2023 Q2	$276K	Hold	4,365	–	–	﹤0.01%	1969
2023 Q1	$661K	Hold	4,365	–	–	﹤0.01%	1312
2022 Q4	$1.24M	Sell	4,365 -1,093	-20%	-$210K	﹤0.01%	936
2022 Q3	$1.23M	Buy	+5,458	New	+$2.32M	﹤0.01%	875

Other funds holding NUTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

Creative Planning's NUTX Position: Q1 2026 in Review

Creative Planning reduced its Nutex Health (NUTX) stake by 24% in Q1 2026, selling an estimated $152K and leaving 3,915 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #3251.

Creative Planning first reported a position in NUTX in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2022. 129 funds tracked by Wall St. Rank hold NUTX as of Q1 2026.

Creative Planning held 3,915 shares of Nutex Health worth $372K as of Q1 2026.
Creative Planning sold 1,236 Nutex Health shares in Q1 2026, an estimated $152K.
Nutex Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3251 holding.
Creative Planning first reported a position in Nutex Health in Q3 2022 and has held it in 11 quarters since.
Creative Planning's Nutex Health position peaked at $1.24M in Q4 2022.
129 funds tracked by Wall St. Rank held Nutex Health as of Q1 2026.

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