Creative Planning
STGW icon

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
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's STGW Position: Q1 2026 in Review

Creative Planning reduced its Stagwell (STGW) stake by 33% in Q1 2026, selling an estimated $62.1K and leaving 23,009 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

Creative Planning first reported a position in STGW in Q1 2015 and has held it in 11 quarters since. The position peaked at $399K in Q1 2025. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Creative Planning held 23,009 shares of Stagwell worth $145K as of Q1 2026.
  • Creative Planning sold 11,109 Stagwell shares in Q1 2026, an estimated $62.1K.
  • Stagwell made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3824 holding.
  • Creative Planning first reported a position in Stagwell in Q1 2015 and has held it in 11 quarters since.
  • Creative Planning's Stagwell position peaked at $399K in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

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