Creative Planning’s Hippo Holdings HIPO Stock Holding History

Creative Planning’s Portfolio HIPO Stock Details HIPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,208	Closed	-$224K	–	3989
2025 Q3	$224K	Buy	+6,208	New	+$193K	﹤0.01%	3373
2025 Q2	–	Sell	-12,991	Closed	-$332K	–	3735
2025 Q1	$332K	Buy	12,991 +12,936	+23,520%	+$359K	﹤0.01%	2659
2024 Q4	$1.47K	Buy	+55	New	+$1.35K	﹤0.01%	3492
2023 Q4	–	Sell	-4	Closed	-$32	–	2905
2023 Q3	$32	Buy	+4	New	+$50	﹤0.01%	2892
2022 Q2	–	Sell	-4	Closed	–	–	2394
2022 Q1	$0	Buy	+4	New	+$207	﹤0.01%	2389

Other funds holding HIPO

Lennar Corp Miami, Florida $63.2M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bond Capital Management San Francisco, California $305M AUM 19.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's HIPO Position: Q4 2025 in Review

Creative Planning sold out of Hippo Holdings (HIPO) in Q4 2025, closing a stake of 6,208 shares — an estimated $224K sold.

Creative Planning first reported a position in HIPO in Q1 2022 and held it in 5 quarters. The position peaked at $332K in Q1 2025. 139 funds tracked by Wall St. Rank hold HIPO as of Q4 2025.

Creative Planning reported no remaining Hippo Holdings position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 6,208 Hippo Holdings shares in Q4 2025, an estimated $224K.
Creative Planning first reported a position in Hippo Holdings in Q1 2022 and held it in 5 quarters.
Creative Planning's Hippo Holdings position peaked at $332K in Q1 2025.
139 funds tracked by Wall St. Rank held Hippo Holdings as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.