Creative Planning’s Neighborhood Intelligence, Inc. Common Stock NXH Stock Holding History

Creative Planning’s Portfolio NXH Stock Details NXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$167K	Buy	28,885 +10,021	+53%	+$55K	﹤0.01%	3931
2026 Q1	$87.5K	Buy	+18,864	New	+$106K	﹤0.01%	3928
2021 Q2	–	Sell	-4,019	Closed	-$242K	–	2146
2021 Q1	$242K	Buy	+4,019	New	+$272K	﹤0.01%	1943
2019 Q3	–	Sell	-16,303	Closed	-$167K	–	2010
2019 Q2	$167K	Buy	+16,303	New	+$152K	﹤0.01%	1667
2019 Q1	–	Sell	-3,214	Closed	-$33K	–	1997
2018 Q4	$33K	Sell	3,214 -1,584	-33%	-$23.7K	﹤0.01%	1752
2018 Q3	$100K	Sell	4,798 -1,997	-29%	-$49.2K	﹤0.01%	1787
2018 Q2	$172K	Buy	6,795 +80	+1%	+$2.17K	﹤0.01%	1674
2018 Q1	$183K	Buy	+6,715	New	+$315K	﹤0.01%	1636
2016 Q2	–	Sell	-266	Closed	-$3K	–	4359
2016 Q1	$3K	Buy	+266	New	+$2.6K	﹤0.01%	3788
2014 Q4	–	Sell	-116	Closed	-$1K	–	4160
2014 Q3	$1K	Hold	116	–	–	﹤0.01%	3799
2014 Q2	$1K	Buy	+116	New	+$1.43K	﹤0.01%	3613

Other funds holding NXH

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's NXH Position: Q2 2026 in Review

Creative Planning increased its Neighborhood Intelligence, Inc. Common Stock (NXH) stake by 53% in Q2 2026, buying an estimated $55K and bringing the position to 28,885 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #3931.

Creative Planning first reported a position in NXH in Q2 2014 and has held it in 11 quarters since. The position peaked at $242K in Q1 2021. 190 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

Creative Planning held 28,885 shares of Neighborhood Intelligence, Inc. Common Stock worth $167K as of Q2 2026.
Creative Planning bought 10,021 Neighborhood Intelligence, Inc. Common Stock shares in Q2 2026, an estimated $55K.
Neighborhood Intelligence, Inc. Common Stock made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3931 holding.
Creative Planning first reported a position in Neighborhood Intelligence, Inc. Common Stock in Q2 2014 and has held it in 11 quarters since.
Creative Planning's Neighborhood Intelligence, Inc. Common Stock position peaked at $242K in Q1 2021.
190 funds tracked by Wall St. Rank held Neighborhood Intelligence, Inc. Common Stock as of Q2 2026.

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