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Creative Planning HWLDF Position History
H World Group Limited • Consumer Cyclical
Quarters held
8
Latest value
$4.5M
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $111K |
| Q4 2025 | $4.5M |
| Q1 2026 | $5.2M |
| Q2 2026 | $74K |
| Q2 2026 | $3.7M |
| Q3 2026 | $150K |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 104.7K | — | — |
| Q3 2026 | $150K | 3.5K | — | — |
| Q2 2026 | $3.7M | 88.8K | — | — |
| Q2 2026 | $74K | 1.8K | — | — |
| Q1 2026 | $5.2M | 103.6K | — | — |
| Q4 2025 | $4.5M | 95.0K | — | — |
| Q3 2025 | $111K | 2.8K | — | — |
| Q3 2025 | $2.8M | 72.2K | — | — |
Other funds holding HWLDF
$763.8M
$191.6M
$191.6M
$175.9M
$174M
$170.9M
$170.9M