Creative Planning
TAYD icon

Creative Planning’s Taylor Devices TAYD Stock Holding History

Creative Planning’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Buy
5,969
+1,227
+26% +$66.4K ﹤0.01% 3455
2026
Q1 		$270K Buy
+4,742
New +$365K ﹤0.01% 3498

Other funds holding TAYD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Creative Planning's TAYD Position: Q2 2026 in Review

Creative Planning increased its Taylor Devices (TAYD) stake by 26% in Q2 2026, buying an estimated $66.4K and bringing the position to 5,969 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

Creative Planning first reported a position in TAYD in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold TAYD as of Q2 2026.

  • Creative Planning held 5,969 shares of Taylor Devices worth $350K as of Q2 2026.
  • Creative Planning bought 1,227 Taylor Devices shares in Q2 2026, an estimated $66.4K.
  • Taylor Devices made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3455 holding.
  • Creative Planning first reported a position in Taylor Devices in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Taylor Devices as of Q2 2026.

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