Creative Planning
NX icon

Creative Planning’s Quanex NX Stock Holding History

Creative Planning’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$946K Buy
52,648
+19,595
+59% +$370K ﹤0.01% 2511
2025
Q4 		$508K Buy
33,053
+2,756
+9% +$39K ﹤0.01% 2828
2025
Q3 		$431K Sell
30,297
-18,224
-38% -$341K ﹤0.01% 2848
2025
Q2 		$917K Sell
48,521
-12,428
-20% -$220K ﹤0.01% 1940
2025
Q1 		$1.13M Buy
60,949
+60,827
+49,858% +$1.29M ﹤0.01% 1629
2024
Q4 		$2.96K Buy
+122
New +$3.5K ﹤0.01% 3439
2017
Q3 		– Sell
-177
Closed -$4K – 3107
2017
Q2 		$4K Hold
177
– – ﹤0.01% 4107
2017
Q1 		$4K Sell
177
-406
-70% -$8.07K ﹤0.01% 4062
2016
Q4 		$12K Buy
583
+406
+229% +$7.51K ﹤0.01% 3428
2016
Q3 		$3K Buy
+177
New +$3.42K ﹤0.01% 4114
2015
Q1 		– Sell
-634
Closed -$12K – 4347
2014
Q4 		$12K Buy
+634
New +$12.1K ﹤0.01% 3013
2014
Q1 		– Sell
-107
Closed -$2K – 3715
2013
Q4 		$2K Hold
107
– – ﹤0.01% 3106
2013
Q3 		$2K Hold
107
– – ﹤0.01% 2992
2013
Q2 		$2K Buy
+107
New +$1.83K ﹤0.01% 2832

Other funds holding NX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return