Creative Planning
LBTYA icon

Creative Planning’s Liberty Global Class A LBTYA Stock Holding History

Creative Planning’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$497K Sell
41,091
-18,505
-31% -$215K ﹤0.01% 3038
2025
Q4 		$664K Buy
59,596
+13,676
+30% +$151K ﹤0.01% 2610
2025
Q3 		$526K Buy
+45,920
New +$505K ﹤0.01% 2670
2017
Q3 		– Sell
-992
Closed -$32K – 2890
2017
Q2 		$32K Sell
992
-677
-41% -$21.7K ﹤0.01% 2849
2017
Q1 		$60K Buy
1,669
+130
+8% +$4.61K ﹤0.01% 2341
2016
Q4 		$47K Sell
1,539
-115
-7% -$3.63K ﹤0.01% 2433
2016
Q3 		$57K Buy
1,654
+87
+6% +$2.76K ﹤0.01% 2256
2016
Q2 		$46K Sell
1,567
-261
-14% -$8.47K ﹤0.01% 2186
2016
Q1 		$61K Sell
1,828
-357
-16% -$11.2K ﹤0.01% 1954
2015
Q4 		$81K Sell
2,185
-148
-6% -$5.59K ﹤0.01% 1764
2015
Q3 		$87K Buy
+2,333
New +$101K ﹤0.01% 1666
2015
Q2 		– Sell
-2,732
Closed -$116K – 2139
2015
Q1 		$116K Buy
2,732
+831
+44% +$34.7K ﹤0.01% 1498
2014
Q4 		$79K Buy
1,901
+592
+45% +$22.7K ﹤0.01% 1684
2014
Q3 		$46K Buy
1,309
+213
+19% +$7.59K ﹤0.01% 1974
2014
Q2 		$40K Buy
1,096
+56
+5% +$1.96K ﹤0.01% 2021
2014
Q1 		$36K Sell
1,040
-155
-13% -$5.45K ﹤0.01% 2007
2013
Q4 		$44K Sell
1,195
-25
-2% -$838 ﹤0.01% 1687
2013
Q3 		$40K Buy
1,220
+25
+2% +$808 ﹤0.01% 1650
2013
Q2 		$36K Buy
+1,195
New +$36.5K ﹤0.01% 1565

Other funds holding LBTYA

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $705M AUM 80.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return