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 Q3	–	Sell	-12,474	Closed	-$35.9K	–	4443
2026 Q2	$35.9K	Buy	+12,474	New	+$44.2K	﹤0.01%	4152
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

Summit Securities Group New York $1.06B AUM 29.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Creative Planning's CSAN Position: Q3 2026 in Review

Creative Planning sold out of Cosan (CSAN) in Q3 2026, closing a stake of 12,474 shares — an estimated $35.9K sold.

Creative Planning first reported a position in CSAN in Q1 2024 and held it in 9 quarters. The position peaked at $1.12M in Q4 2024. 5 funds tracked by Wall St. Rank hold CSAN as of Q3 2026.

Creative Planning reported no remaining Cosan position as of Q3 2026 after selling out during the quarter.
Creative Planning sold 12,474 Cosan shares in Q3 2026, an estimated $35.9K.
Creative Planning first reported a position in Cosan in Q1 2024 and held it in 9 quarters.
Creative Planning's Cosan position peaked at $1.12M in Q4 2024.
5 funds tracked by Wall St. Rank held Cosan as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.