Creative Planning
OPLN

Creative Planning’s Openlane OPLN Stock Holding History

Creative Planning’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.13M Buy
38,933
+5,399
+16% +$156K ﹤0.01% 2357
2025
Q4 		$999K Sell
33,534
-2,355
-7% -$63.7K ﹤0.01% 2284
2025
Q3 		$1.03M Buy
35,889
+14,738
+70% +$402K ﹤0.01% 2085
2025
Q2 		$517K Sell
21,151
-1,060
-5% -$22.4K ﹤0.01% 2446
2025
Q1 		$428K Buy
22,211
+4,203
+23% +$86.8K ﹤0.01% 2434
2024
Q4 		$357K Buy
18,008
+6,554
+57% +$121K ﹤0.01% 2525
2024
Q3 		$193K Buy
+11,454
New +$196K ﹤0.01% 2848
2017
Q3 		– Sell
-4,951
Closed -$79K – 2837
2017
Q2 		$79K Buy
4,951
+53
+1% +$863 ﹤0.01% 2158
2017
Q1 		$81K Buy
4,898
+333
+7% +$5.68K ﹤0.01% 2100
2016
Q4 		$74K Buy
4,565
+1,352
+42% +$21.6K ﹤0.01% 2069
2016
Q3 		$52K Buy
3,213
+481
+18% +$7.67K ﹤0.01% 2328
2016
Q2 		$43K Hold
2,732
– – ﹤0.01% 2247
2016
Q1 		$39K Sell
2,732
-74
-3% -$981 ﹤0.01% 2268
2015
Q4 		$39K Buy
+2,806
New +$39.7K ﹤0.01% 2321
2015
Q2 		– Sell
-79
Closed -$1K – 2090
2015
Q1 		$1K Buy
+79
New +$1.07K ﹤0.01% 4032

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's OPLN Position: Q1 2026 in Review

Creative Planning increased its Openlane (OPLN) stake by 16% in Q1 2026, buying an estimated $156K and bringing the position to 38,933 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Creative Planning first reported a position in OPLN in Q1 2015 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

  • Creative Planning held 38,933 shares of Openlane worth $1.13M as of Q1 2026.
  • Creative Planning bought 5,399 Openlane shares in Q1 2026, an estimated $156K.
  • Openlane made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2357 holding.
  • Creative Planning first reported a position in Openlane in Q1 2015 and has held it in 15 quarters since.
  • 299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

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