Creative Planning
RXO icon

Creative Planning’s RXO RXO Stock Holding History

Creative Planning’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
39,771
+10,566
+36% +$233K ﹤0.01% 2565
2026
Q1 		$427K Buy
29,205
+10,459
+56% +$153K ﹤0.01% 3150
2025
Q4 		$237K Sell
18,746
-20,281
-52% -$299K ﹤0.01% 3418
2025
Q3 		$600K Buy
39,027
+9,666
+33% +$156K ﹤0.01% 2558
2025
Q2 		$462K Sell
29,361
-35,335
-55% -$536K ﹤0.01% 2533
2025
Q1 		$1.24M Buy
64,696
+41,663
+181% +$912K ﹤0.01% 1543
2024
Q4 		$549K Buy
23,033
+10,153
+79% +$283K ﹤0.01% 2137
2024
Q3 		$361K Buy
+12,880
New +$364K ﹤0.01% 2375

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Creative Planning's RXO Position: Q2 2026 in Review

Creative Planning increased its RXO (RXO) stake by 36% in Q2 2026, buying an estimated $233K and bringing the position to 39,771 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Creative Planning first reported a position in RXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2025. 303 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • Creative Planning held 39,771 shares of RXO worth $1.1M as of Q2 2026.
  • Creative Planning bought 10,566 RXO shares in Q2 2026, an estimated $233K.
  • RXO made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2565 holding.
  • Creative Planning first reported a position in RXO in Q3 2024 and has held it in 8 quarters since.
  • Creative Planning's RXO position peaked at $1.24M in Q1 2025.
  • 303 funds tracked by Wall St. Rank held RXO as of Q2 2026.

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