Creative Planning
RAL

Creative Planning’s Ralliant Corp RAL Stock Holding History

Creative Planning’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Buy
28,770
+3,352
+13% +$158K ﹤0.01% 2310
2025
Q4 		$1.29M Buy
25,418
+17,711
+230% +$830K ﹤0.01% 2081
2025
Q3 		$337K Buy
+7,707
New +$343K ﹤0.01% 3053

Other funds holding RAL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Creative Planning's RAL Position: Q1 2026 in Review

Creative Planning increased its Ralliant Corp (RAL) stake by 13% in Q1 2026, buying an estimated $158K and bringing the position to 28,770 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Creative Planning first reported a position in RAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.29M in Q4 2025. 487 funds tracked by Wall St. Rank hold RAL as of Q1 2026.

  • Creative Planning held 28,770 shares of Ralliant Corp worth $1.2M as of Q1 2026.
  • Creative Planning bought 3,352 Ralliant Corp shares in Q1 2026, an estimated $158K.
  • Ralliant Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2310 holding.
  • Creative Planning first reported a position in Ralliant Corp in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's Ralliant Corp position peaked at $1.29M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Ralliant Corp as of Q1 2026.

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