Creative Planning

Creative Planning’s Bilibili BILI Stock Holding History

Creative Planning’s Portfolio BILI Stock Details BILI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$489K	Buy	21,696 +909	+4%	+$26.2K	﹤0.01%	3047
2025 Q4	$511K	Buy	20,787 +1,713	+9%	+$46.1K	﹤0.01%	2822
2025 Q3	$536K	Buy	19,074 +1,527	+9%	+$36.6K	﹤0.01%	2650
2025 Q2	$376K	Sell	17,547 -9,231	-34%	-$170K	﹤0.01%	2706
2025 Q1	$512K	Buy	26,778 +757	+3%	+$14.5K	﹤0.01%	2262
2024 Q4	$471K	Buy	26,021 +397	+2%	+$8.31K	﹤0.01%	2280
2024 Q3	$599K	Sell	25,624 -195	-0.8%	-$3.02K	﹤0.01%	1945
2024 Q2	$399K	Buy	25,819 +1,632	+7%	+$22.7K	﹤0.01%	2129
2024 Q1	$271K	Buy	24,187 +12,726	+111%	+$133K	﹤0.01%	2337
2023 Q4	$139K	Buy	+11,461	New	+$150K	﹤0.01%	2517
2023 Q3	–	Sell	-11,808	Closed	-$178K	–	2924
2023 Q2	$178K	Buy	11,808 +2,778	+31%	+$51K	﹤0.01%	2241
2023 Q1	$212K	Sell	9,030 -561	-6%	-$13.3K	﹤0.01%	2086
2022 Q4	$227K	Buy	+9,591	New	+$153K	﹤0.01%	1931
2021 Q2	–	Sell	-4,803	Closed	-$514K	–	2120
2021 Q1	$514K	Buy	+4,803	New	+$587K	﹤0.01%	1424

Other funds holding BILI

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIH Partners Wilmington, Delaware $3.25B AUM 5.28% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Step Capital Management Singapore $249M AUM

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return