Creative Planning
HIPO icon

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

LC
Lennar Corp Miami, Florida $64M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $324M AUM 42.67% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return