Creative Planning
BORR

Creative Planning’s Borr Drilling BORR Stock Holding History

Creative Planning’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Sell
303,885
-1,006
-0.3% -$5.43K ﹤0.01% 2462
2026
Q1 		$1.76M Buy
304,891
+3,887
+1% +$19.9K ﹤0.01% 2004
2025
Q4 		$1.21M Buy
301,004
+8,451
+3% +$28K ﹤0.01% 2131
2025
Q3 		$787K Buy
292,553
+62,767
+27% +$156K ﹤0.01% 2347
2025
Q2 		$421K Buy
229,786
+26,541
+13% +$50.1K ﹤0.01% 2623
2025
Q1 		$445K Sell
203,245
-85,147
-30% -$256K ﹤0.01% 2386
2024
Q4 		$1.12M Buy
288,392
+201,662
+233% +$861K ﹤0.01% 1557
2024
Q3 		$476K Sell
86,730
-4,675
-5% -$28.6K ﹤0.01% 2155
2024
Q2 		$590K Buy
91,405
+64,109
+235% +$387K ﹤0.01% 1818
2024
Q1 		$187K Buy
27,296
+8,873
+48% +$58.2K ﹤0.01% 2583
2023
Q4 		$136K Buy
+18,423
New +$121K ﹤0.01% 2529

Other funds holding BORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Creative Planning's BORR Position: Q2 2026 in Review

Creative Planning reduced its Borr Drilling (BORR) stake by 0.33% in Q2 2026, selling an estimated $5.43K and leaving 303,885 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Creative Planning first reported a position in BORR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q1 2026. 189 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Creative Planning held 303,885 shares of Borr Drilling worth $1.26M as of Q2 2026.
  • Creative Planning sold 1,006 Borr Drilling shares in Q2 2026, an estimated $5.43K.
  • Borr Drilling made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2462 holding.
  • Creative Planning first reported a position in Borr Drilling in Q4 2023 and has held it in 11 quarters since.
  • Creative Planning's Borr Drilling position peaked at $1.76M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

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