Creative Planning’s Neighborhood Intelligence Inc 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
2021 Q2	–	Sell	-2,200	Closed	-$36K	–	2145
2021 Q1	$36K	Buy	+2,200	New	+$149K	﹤0.01%	2390
2019 Q3	–	Sell	-9,983	Closed	-$9K	–	2009
2019 Q2	$9K	Buy	+9,983	New	+$93.3K	﹤0.01%	1937
2019 Q1	–	Sell	-10,781	Closed	-$4K	–	1996
2018 Q4	$4K	Sell	10,781 -1,464	-12%	-$21.9K	﹤0.01%	1872
2018 Q3	$23K	Buy	12,245 +5,191	+74%	+$128K	﹤0.01%	1940
2018 Q2	$20K	Buy	7,054 +399	+6%	+$10.8K	﹤0.01%	1913
2018 Q1	$26K	Buy	+6,655	New	+$312K	﹤0.01%	1869

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 $3.38T AUM 44.17% 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 (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. 191 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

Creative Planning held 28,885 shares of Neighborhood Intelligence Inc worth $167K as of Q2 2026.
Creative Planning bought 10,021 Neighborhood Intelligence Inc shares in Q2 2026, an estimated $55K.
Neighborhood Intelligence Inc 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 in Q2 2014 and has held it in 11 quarters since.
Creative Planning's Neighborhood Intelligence Inc position peaked at $242K in Q1 2021.
191 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2026.

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