Creative Planning’s Cosan CSAN Stock Holding History

Creative Planning’s Portfolio CSAN Stock Details CSAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,401	Closed	-$56.9K	–	4121
2025 Q4	$56.9K	Sell	14,401 -9,203	-39%	-$41.9K	﹤0.01%	3793
2025 Q3	$109K	Sell	23,604 -22,311	-49%	-$103K	﹤0.01%	3659
2025 Q2	$232K	Sell	45,915 -49,602	-52%	-$268K	﹤0.01%	3108
2025 Q1	$499K	Sell	95,517 -110,337	-54%	-$580K	﹤0.01%	2298
2024 Q4	$1.12M	Buy	205,854 +148,162	+257%	+$1.11M	﹤0.01%	1559
2024 Q3	$552K	Buy	57,692 +2,621	+5%	+$25.4K	﹤0.01%	2009
2024 Q2	$536K	Buy	55,071 +35,892	+187%	+$389K	﹤0.01%	1883
2024 Q1	$248K	Buy	+19,179	New	+$275K	﹤0.01%	2406

Other funds holding CSAN

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

MAM

Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Aquamarine Financial George Town $1.37B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MCM

Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

Creative Planning's CSAN Position: Q1 2026 in Review

Creative Planning sold out of Cosan (CSAN) in Q1 2026, closing a stake of 14,401 shares — an estimated $56.9K sold.

Creative Planning first reported a position in CSAN in Q1 2024 and held it in 8 quarters. The position peaked at $1.12M in Q4 2024. 74 funds tracked by Wall St. Rank hold CSAN as of Q1 2026.

Creative Planning reported no remaining Cosan position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 14,401 Cosan shares in Q1 2026, an estimated $56.9K.
Creative Planning first reported a position in Cosan in Q1 2024 and held it in 8 quarters.
Creative Planning's Cosan position peaked at $1.12M in Q4 2024.
74 funds tracked by Wall St. Rank held Cosan as of Q1 2026.

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