Creative Planning
ODP

Creative Planning’s ODP ODP Stock Holding History

Creative Planning’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,777
Closed -$551K – 4047
2025
Q3 		$551K Sell
19,777
-217
-1% -$4.46K ﹤0.01% 2631
2025
Q2 		$362K Buy
19,994
+4,656
+30% +$73K ﹤0.01% 2741
2025
Q1 		$220K Buy
+15,338
New +$294K ﹤0.01% 2989
2024
Q4 		– Sell
-23,207
Closed -$690K – 3653
2024
Q3 		$690K Buy
+23,207
New +$773K ﹤0.01% 1827
2023
Q4 		– Sell
-95
Closed -$4.38K – 2984
2023
Q3 		$4.38K Buy
+95
New +$4.57K ﹤0.01% 2735
2020
Q3 		– Sell
-2,640
Closed -$62K – 2232
2020
Q2 		$62K Sell
2,640
-100
-4% -$2.18K ﹤0.01% 1736
2020
Q1 		$45K Sell
2,740
-1,500
-35% -$33.5K ﹤0.01% 1649
2019
Q4 		$116K Sell
4,240
-29,499
-87% -$656K ﹤0.01% 1735
2019
Q3 		$592K Buy
33,739
+16,162
+92% +$278K ﹤0.01% 971
2019
Q2 		$362K Sell
17,577
-24,900
-59% -$564K ﹤0.01% 1259
2019
Q1 		$1.54M Sell
42,477
-4,417
-9% -$142K 0.01% 558
2018
Q4 		$1.21M Buy
46,894
+5,970
+15% +$171K 0.01% 602
2018
Q3 		$1.31M Sell
40,924
-17,783
-30% -$532K ﹤0.01% 643
2018
Q2 		$1.5M Buy
58,707
+28,406
+94% +$691K 0.01% 550
2018
Q1 		$651K Buy
30,301
+19,508
+181% +$575K ﹤0.01% 950
2017
Q4 		$382K Buy
10,793
+3,850
+55% +$133K ﹤0.01% 1228
2017
Q3 		$315K Sell
6,943
-3,009
-30% -$149K ﹤0.01% 1303
2017
Q2 		$561K Buy
9,952
+4
+0% +$206 ﹤0.01% 961
2017
Q1 		$464K Sell
9,948
-16
-0.2% -$724 ﹤0.01% 1024
2016
Q4 		$450K Sell
9,964
-4,335
-30% -$179K ﹤0.01% 974
2016
Q3 		$510K Sell
14,299
-395
-3% -$14K ﹤0.01% 881
2016
Q2 		$486K Buy
14,694
+13,425
+1,058% +$655K ﹤0.01% 794
2016
Q1 		$90K Sell
1,269
-525
-29% -$28.3K ﹤0.01% 1701
2015
Q4 		$101K Buy
1,794
+389
+28% +$25.9K ﹤0.01% 1622
2015
Q3 		$90K Buy
1,405
+85
+6% +$6.62K ﹤0.01% 1648
2015
Q2 		$114K Buy
1,320
+1
+0.1% +$92 ﹤0.01% 966
2015
Q1 		$121K Buy
1,319
+20
+2% +$1.78K ﹤0.01% 1472
2014
Q4 		$111K Buy
1,299
+10
+0.8% +$636 ﹤0.01% 1503
2014
Q3 		$66K Sell
1,289
-10
-0.8% -$529 ﹤0.01% 1733
2014
Q2 		$74K Buy
1,299
+1,254
+2,787% +$61.1K ﹤0.01% 1625
2014
Q1 		$2K Sell
45
-185
-80% -$8.91K ﹤0.01% 3379
2013
Q4 		$12K Sell
230
-12,990
-98% -$688K ﹤0.01% 2471
2013
Q3 		$639K Buy
13,220
+2,010
+18% +$86.6K 0.01% 370
2013
Q2 		$434K Buy
+11,210
New +$450K 0.01% 441

Other funds holding ODP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's ODP Position: Q4 2025 in Review

Creative Planning sold out of ODP (ODP) in Q4 2025, closing a stake of 19,777 shares — an estimated $551K sold.

Creative Planning first reported a position in ODP in Q2 2013 and held it in 34 quarters. The position peaked at $1.54M in Q1 2019. 2 funds tracked by Wall St. Rank hold ODP as of Q4 2025.

  • Creative Planning reported no remaining ODP position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 19,777 ODP shares in Q4 2025, an estimated $551K.
  • Creative Planning first reported a position in ODP in Q2 2013 and held it in 34 quarters.
  • Creative Planning's ODP position peaked at $1.54M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held ODP as of Q4 2025.

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