Creative Planning
ALIT icon

Creative Planning’s Alight ALIT Stock Holding History

Creative Planning’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Buy
26,348
+14,683
+126% +$208K ﹤0.01% 3576
2026
Q1 		$136K Sell
11,665
-7,519
-39% -$179K ﹤0.01% 3836
2025
Q4 		$748K Buy
19,184
+10,416
+119% +$519K ﹤0.01% 2506
2025
Q3 		$572K Buy
8,768
+1,133
+15% +$100K ﹤0.01% 2592
2025
Q2 		$864K Sell
7,635
-1,107
-13% -$119K ﹤0.01% 1986
2025
Q1 		$1.04M Buy
8,742
+4,944
+130% +$650K ﹤0.01% 1687
2024
Q4 		$526K Sell
3,798
-1,842
-33% -$270K ﹤0.01% 2172
2024
Q3 		$835K Buy
5,640
+1,901
+51% +$273K ﹤0.01% 1662
2024
Q2 		$552K Buy
3,739
+1,406
+60% +$234K ﹤0.01% 1862
2024
Q1 		$460K Buy
2,333
+1,323
+131% +$240K ﹤0.01% 1911
2023
Q4 		$172K Buy
+1,010
New +$149K ﹤0.01% 2477

Other funds holding ALIT

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's ALIT Position: Q2 2026 in Review

Creative Planning increased its Alight (ALIT) stake by 126% in Q2 2026, buying an estimated $208K and bringing the position to 26,348 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

Creative Planning first reported a position in ALIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2025. 205 funds tracked by Wall St. Rank hold ALIT as of Q2 2026.

  • Creative Planning held 26,348 shares of Alight worth $295K as of Q2 2026.
  • Creative Planning bought 14,683 Alight shares in Q2 2026, an estimated $208K.
  • Alight made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3576 holding.
  • Creative Planning first reported a position in Alight in Q4 2023 and has held it in 11 quarters since.
  • Creative Planning's Alight position peaked at $1.04M in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Alight as of Q2 2026.

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