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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's ALIT Position: Q1 2026 in Review

Creative Planning reduced its Alight (ALIT) stake by 39% in Q1 2026, selling an estimated $179K and leaving 11,665 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #3836.

Creative Planning first reported a position in ALIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2025. 277 funds tracked by Wall St. Rank hold ALIT as of Q1 2026.

Creative Planning held 11,665 shares of Alight worth $136K as of Q1 2026.
Creative Planning sold 7,519 Alight shares in Q1 2026, an estimated $179K.
Alight made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3836 holding.
Creative Planning first reported a position in Alight in Q4 2023 and has held it in 10 quarters since.
Creative Planning's Alight position peaked at $1.04M in Q1 2025.
277 funds tracked by Wall St. Rank held Alight as of Q1 2026.

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