Creative Planning
STEW

Creative Planning’s SRH Total Return Fund STEW Stock Holding History

Creative Planning’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,609
Closed -$250K – 4394
2026
Q1 		$250K Buy
+14,609
New +$260K ﹤0.01% 3567
2024
Q4 		– Sell
-14,664
Closed -$232K – 3674
2024
Q3 		$232K Hold
14,664
– – ﹤0.01% 2727
2024
Q2 		$213K Buy
14,664
+1,000
+7% +$14.5K ﹤0.01% 2633
2024
Q1 		$206K Hold
13,664
– – ﹤0.01% 2548
2023
Q4 		$190K Hold
13,664
– – ﹤0.01% 2452
2023
Q3 		$177K Hold
13,664
– – ﹤0.01% 2276
2023
Q2 		$181K Sell
13,664
-3,186
-19% -$40.4K ﹤0.01% 2238
2023
Q1 		$207K Sell
16,850
-413
-2% -$5.2K ﹤0.01% 2110
2022
Q4 		$219K Buy
17,263
+2,087
+14% +$25.7K ﹤0.01% 1963
2022
Q3 		$165K Buy
+15,176
New +$185K ﹤0.01% 1955
2018
Q4 		– Sell
-15,189
Closed -$170K – 2096
2018
Q3 		$170K Buy
15,189
+1,346
+10% +$14.8K ﹤0.01% 1706
2018
Q2 		$142K Buy
+13,843
New +$148K ﹤0.01% 1707
2018
Q1 		– Sell
-10,267
Closed -$114K – 2118
2017
Q4 		$114K Buy
+10,267
New +$109K ﹤0.01% 1709
2017
Q3 		– Sell
-8,424
Closed -$82K – 3492
2017
Q2 		$82K Sell
8,424
-372
-4% -$3.52K ﹤0.01% 2141
2017
Q1 		$82K Sell
8,796
-4,624
-34% -$42.6K ﹤0.01% 2092
2016
Q4 		$120K Buy
13,420
+10,017
+294% +$85.7K ﹤0.01% 1741
2016
Q3 		$29K Buy
+3,403
New +$28.7K ﹤0.01% 2772
2016
Q1 		– Sell
-758
Closed -$6K – 4512
2015
Q4 		$6K Sell
758
-295
-28% -$2.29K ﹤0.01% 3607
2015
Q3 		$8K Buy
+1,053
New +$8.38K ﹤0.01% 3360
2015
Q2 		– Sell
-913
Closed -$8K – 2770
2015
Q1 		$8K Sell
913
-1,881
-67% -$16.4K ﹤0.01% 3333
2014
Q4 		$25K Buy
+2,794
New +$24.7K ﹤0.01% 2502
2013
Q4 		– Sell
-206
Closed -$2K – 3458
2013
Q3 		$2K Buy
206
+2
+1% +$15 ﹤0.01% 3004
2013
Q2 		$2K Buy
+204
New +$1.51K ﹤0.01% 2849

Other funds holding STEW

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Creative Planning's STEW Position: Q2 2026 in Review

Creative Planning sold out of SRH Total Return Fund (STEW) in Q2 2026, closing a stake of 14,609 shares — an estimated $250K sold.

Creative Planning first reported a position in STEW in Q2 2013 and held it in 23 quarters. The position peaked at $250K in Q1 2026. 128 funds tracked by Wall St. Rank hold STEW as of Q2 2026.

  • Creative Planning reported no remaining SRH Total Return Fund position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 14,609 SRH Total Return Fund shares in Q2 2026, an estimated $250K.
  • Creative Planning first reported a position in SRH Total Return Fund in Q2 2013 and held it in 23 quarters.
  • Creative Planning's SRH Total Return Fund position peaked at $250K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2026.

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