Creative Planning’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Creative Planning’s Portfolio HCP Stock Details HCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,639	Closed	-$398K	–	3779
2024 Q4	$398K	Sell	11,639 -890	-7%	-$30.1K	﹤0.01%	2442
2024 Q3	$424K	Sell	12,529 -21,449	-63%	-$723K	﹤0.01%	2251
2024 Q2	$1.14M	Sell	33,978 -17,521	-34%	-$545K	﹤0.01%	1309
2024 Q1	$1.39M	Sell	51,499 -87,553	-63%	-$2.12M	﹤0.01%	1135
2023 Q4	$3.29M	Buy	139,052 +62,534	+82%	+$1.35M	0.01%	705
2023 Q3	$1.75M	Sell	76,518 -2,050	-3%	-$55.7K	﹤0.01%	912
2023 Q2	$2.06M	Sell	78,568 -1,504	-2%	-$44.1K	﹤0.01%	801
2023 Q1	$2.35M	Sell	80,072 -497	-0.6%	-$14.8K	﹤0.01%	725
2022 Q4	$2.2M	Sell	80,569 -83,981	-51%	-$2.38M	﹤0.01%	717
2022 Q3	$5.3M	Sell	164,550 -15,610	-9%	-$539K	0.01%	426
2022 Q2	$5.3M	Buy	+180,160	New	+$7.27M	0.01%	439

Other funds holding HCP

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's HCP Position: Q1 2025 in Review

Creative Planning sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 11,639 shares — an estimated $398K sold.

Creative Planning first reported a position in HCP in Q2 2022 and held it in 11 quarters. The position peaked at $5.3M in Q2 2022. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

Creative Planning reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 11,639 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $398K.
Creative Planning first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2022 and held it in 11 quarters.
Creative Planning's HashiCorp, Inc. Class A Common Stock position peaked at $5.3M in Q2 2022.
4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.