Creative Planning’s OR Royalties Inc OR Stock Holding History

Creative Planning’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$312K	Buy	8,215 +1,551	+23%	+$63.7K	﹤0.01%	3400
2025 Q4	$236K	Sell	6,664 -163	-2%	-$5.71K	﹤0.01%	3422
2025 Q3	$274K	Buy	+6,827	New	+$213K	﹤0.01%	3216
2023 Q4	–	Sell	-10,071	Closed	-$118K	–	2992
2023 Q3	$118K	Buy	+10,071	New	+$137K	﹤0.01%	2369
2017 Q3	–	Sell	-2,211	Closed	-$27K	–	3141
2017 Q2	$27K	Hold	2,211	–	–	﹤0.01%	2962
2017 Q1	$25K	Buy	2,211 +1	+0%	+$11	﹤0.01%	2973
2016 Q4	$21K	Hold	2,210	–	–	﹤0.01%	3056
2016 Q3	$24K	Buy	+2,210	New	+$27.6K	﹤0.01%	2934

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Creative Planning's OR Position: Q1 2026 in Review

Creative Planning increased its OR Royalties Inc (OR) stake by 23% in Q1 2026, buying an estimated $63.7K and bringing the position to 8,215 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Creative Planning first reported a position in OR in Q3 2016 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

Creative Planning held 8,215 shares of OR Royalties Inc worth $312K as of Q1 2026.
Creative Planning bought 1,551 OR Royalties Inc shares in Q1 2026, an estimated $63.7K.
OR Royalties Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3400 holding.
Creative Planning first reported a position in OR Royalties Inc in Q3 2016 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.