Creative Planning’s High Templar Tech Ltd HTT Stock Holding History

Creative Planning’s Portfolio HTT Stock Details HTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,913	Closed	-$60K	–	4180
2025 Q4	$60K	Buy	+16,913	New	+$75.5K	﹤0.01%	3786
2019 Q3	–	Sell	-14,519	Closed	-$109K	–	2081
2019 Q2	$109K	Sell	14,519 -11,003	-43%	-$75.8K	﹤0.01%	1736
2019 Q1	$129K	Buy	+25,522	New	+$136K	﹤0.01%	1664

Other funds holding HTT

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

EFMH

E Fund Management (HK) Central, Hong Kong $302M AUM 64.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Creative Planning's HTT Position: Q1 2026 in Review

Creative Planning sold out of High Templar Tech Ltd (HTT) in Q1 2026, closing a stake of 16,913 shares — an estimated $60K sold.

Creative Planning first reported a position in HTT in Q1 2019 and held it in 3 quarters. The position peaked at $129K in Q1 2019. 44 funds tracked by Wall St. Rank hold HTT as of Q1 2026.

Creative Planning reported no remaining High Templar Tech Ltd position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 16,913 High Templar Tech Ltd shares in Q1 2026, an estimated $60K.
Creative Planning first reported a position in High Templar Tech Ltd in Q1 2019 and held it in 3 quarters.
Creative Planning's High Templar Tech Ltd position peaked at $129K in Q1 2019.
44 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q1 2026.

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