Creative Planning

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

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

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return