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 Q2	$935K	Buy	5,470 +1,555	+40%	+$197K	﹤0.01%	2693
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

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winmill & Co Walpole, New Hampshire $452M AUM 56.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Creative Planning's NUTX Position: Q2 2026 in Review

Creative Planning increased its Nutex Health (NUTX) stake by 40% in Q2 2026, buying an estimated $197K and bringing the position to 5,470 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

Creative Planning first reported a position in NUTX in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2022. 154 funds tracked by Wall St. Rank hold NUTX as of Q2 2026.

Creative Planning held 5,470 shares of Nutex Health worth $935K as of Q2 2026.
Creative Planning bought 1,555 Nutex Health shares in Q2 2026, an estimated $197K.
Nutex Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2693 holding.
Creative Planning first reported a position in Nutex Health in Q3 2022 and has held it in 12 quarters since.
Creative Planning's Nutex Health position peaked at $1.24M in Q4 2022.
154 funds tracked by Wall St. Rank held Nutex Health as of Q2 2026.

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