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
Q1 		$270K Buy
+4,742
New +$365K ﹤0.01% 3498

Other funds holding TAYD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's TAYD Position: Q1 2026 in Review

Creative Planning opened a new position in Taylor Devices (TAYD) in Q1 2026: 4,742 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #3498 among its holdings.

70 funds tracked by Wall St. Rank hold TAYD as of Q1 2026.

  • Creative Planning held 4,742 shares of Taylor Devices worth $270K as of Q1 2026.
  • Taylor Devices was a new Creative Planning position in Q1 2026.
  • Taylor Devices made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3498 holding.
  • 70 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2026.

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