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 Q2	$966K	Sell	51,854 -794	-2%	-$14.7K	﹤0.01%	2666
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	–	4345
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

Creative Planning's NX Position: Q2 2026 in Review

Creative Planning reduced its Quanex (NX) stake by 1.5% in Q2 2026, selling an estimated $14.7K and leaving 51,854 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Creative Planning first reported a position in NX in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.13M in Q1 2025. 181 funds tracked by Wall St. Rank hold NX as of Q2 2026.

Creative Planning held 51,854 shares of Quanex worth $966K as of Q2 2026.
Creative Planning sold 794 Quanex shares in Q2 2026, an estimated $14.7K.
Quanex made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2666 holding.
Creative Planning first reported a position in Quanex in Q2 2013 and has held it in 15 quarters since.
Creative Planning's Quanex position peaked at $1.13M in Q1 2025.
181 funds tracked by Wall St. Rank held Quanex as of Q2 2026.

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