Creative Planning’s Stagwell STGW Stock Holding History

Creative Planning’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$191K	Buy	25,684 +2,675	+12%	+$17.7K	﹤0.01%	3887
2026 Q1	$145K	Sell	23,009 -11,109	-33%	-$62.1K	﹤0.01%	3824
2025 Q4	$167K	Buy	34,118 +16,417	+93%	+$85.4K	﹤0.01%	3605
2025 Q3	$99.7K	Buy	17,701 +1,719	+11%	+$9.12K	﹤0.01%	3671
2025 Q2	$71.9K	Sell	15,982 -50,040	-76%	-$252K	﹤0.01%	3474
2025 Q1	$399K	Buy	66,022 +31,272	+90%	+$197K	﹤0.01%	2500
2024 Q4	$229K	Sell	34,750 -5,324	-13%	-$37.9K	﹤0.01%	2878
2024 Q3	$281K	Buy	40,074 +18,863	+89%	+$129K	﹤0.01%	2568
2024 Q2	$145K	Buy	21,211 +10,410	+96%	+$67.1K	﹤0.01%	2763
2024 Q1	$67.2K	Sell	10,801 -499	-4%	-$3.12K	﹤0.01%	2757
2023 Q4	$74.9K	Buy	+11,300	New	+$56.3K	﹤0.01%	2608
2015 Q2	–	Sell	-1,100	Closed	-$31K	–	2771
2015 Q1	$31K	Buy	+1,100	New	+$27.8K	﹤0.01%	2379

Other funds holding STGW

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's STGW Position: Q2 2026 in Review

Creative Planning increased its Stagwell (STGW) stake by 12% in Q2 2026, buying an estimated $17.7K and bringing the position to 25,684 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

Creative Planning first reported a position in STGW in Q1 2015 and has held it in 12 quarters since. The position peaked at $399K in Q1 2025. 184 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

Creative Planning held 25,684 shares of Stagwell worth $191K as of Q2 2026.
Creative Planning bought 2,675 Stagwell shares in Q2 2026, an estimated $17.7K.
Stagwell made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3887 holding.
Creative Planning first reported a position in Stagwell in Q1 2015 and has held it in 12 quarters since.
Creative Planning's Stagwell position peaked at $399K in Q1 2025.
184 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

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