Creative Planning
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Creative Planning’s Lear LEA Stock Holding History

Creative Planning’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.53M Buy
78,670
+24,589
+45% +$3.07M 0.01% 718
2025
Q4 		$6.2M Buy
54,081
+22,112
+69% +$2.36M ﹤0.01% 859
2025
Q3 		$3.22M Buy
31,969
+6,981
+28% +$725K ﹤0.01% 1170
2025
Q2 		$2.37M Buy
24,988
+10,699
+75% +$941K ﹤0.01% 1203
2025
Q1 		$1.26M Buy
14,289
+5,305
+59% +$503K ﹤0.01% 1526
2024
Q4 		$851K Buy
8,984
+3,851
+75% +$384K ﹤0.01% 1766
2024
Q3 		$560K Buy
5,133
+363
+8% +$41.3K ﹤0.01% 1997
2024
Q2 		$545K Sell
4,770
-927
-16% -$119K ﹤0.01% 1874
2024
Q1 		$825K Buy
5,697
+1,096
+24% +$150K ﹤0.01% 1473
2023
Q4 		$650K Buy
4,601
+710
+18% +$95.2K ﹤0.01% 1517
2023
Q3 		$522K Buy
3,891
+238
+7% +$34.4K ﹤0.01% 1540
2023
Q2 		$524K Sell
3,653
-940
-20% -$124K ﹤0.01% 1516
2023
Q1 		$641K Buy
4,593
+1,642
+56% +$227K ﹤0.01% 1326
2022
Q4 		$366K Buy
2,951
+806
+38% +$107K ﹤0.01% 1591
2022
Q3 		$257K Buy
2,145
+152
+8% +$21K ﹤0.01% 1750
2022
Q2 		$251K Buy
1,993
+497
+33% +$65.5K ﹤0.01% 1730
2022
Q1 		$214K Sell
1,496
-95
-6% -$15.4K ﹤0.01% 1855
2021
Q4 		$291K Buy
1,591
+28
+2% +$4.92K ﹤0.01% 1642
2021
Q3 		$245K Sell
1,563
-77
-5% -$12.6K ﹤0.01% 1725
2021
Q2 		$287K Buy
1,640
+81
+5% +$15K ﹤0.01% 1590
2021
Q1 		$283K Sell
1,559
-75
-5% -$12.6K ﹤0.01% 1828
2020
Q4 		$260K Buy
+1,634
New +$230K ﹤0.01% 1710
2020
Q3 		– Sell
-1,886
Closed -$206K – 2215
2020
Q2 		$206K Buy
+1,886
New +$188K ﹤0.01% 1515
2020
Q1 		– Sell
-2,890
Closed -$397K – 1998
2019
Q4 		$397K Sell
2,890
-636
-18% -$78.8K ﹤0.01% 1240
2019
Q3 		$416K Buy
3,526
+572
+19% +$69.5K ﹤0.01% 1174
2019
Q2 		$411K Sell
2,954
-274
-8% -$38.4K ﹤0.01% 1182
2019
Q1 		$438K Buy
3,228
+253
+9% +$37.1K ﹤0.01% 1110
2018
Q4 		$366K Sell
2,975
-550
-16% -$73.5K ﹤0.01% 1118
2018
Q3 		$511K Sell
3,525
-250
-7% -$42.8K ﹤0.01% 1065
2018
Q2 		$701K Buy
3,775
+198
+6% +$38.7K ﹤0.01% 912
2018
Q1 		$666K Buy
3,577
+526
+17% +$99.1K ﹤0.01% 938
2017
Q4 		$539K Sell
3,051
-123
-4% -$21.6K ﹤0.01% 1033
2017
Q3 		$549K Sell
3,174
-672
-17% -$102K ﹤0.01% 1004
2017
Q2 		$546K Buy
3,846
+167
+5% +$23.6K ﹤0.01% 970
2017
Q1 		$521K Sell
3,679
-15
-0.4% -$2.13K ﹤0.01% 967
2016
Q4 		$489K Sell
3,694
-206
-5% -$25.9K ﹤0.01% 931
2016
Q3 		$473K Buy
3,900
+2,368
+155% +$270K ﹤0.01% 927
2016
Q2 		$156K Buy
1,532
+300
+24% +$33.7K ﹤0.01% 1395
2016
Q1 		$137K Sell
1,232
-167
-12% -$17.7K ﹤0.01% 1441
2015
Q4 		$172K Buy
1,399
+137
+11% +$16.7K ﹤0.01% 1294
2015
Q3 		$137K Buy
+1,262
New +$131K ﹤0.01% 1401
2015
Q2 		– Sell
-6,672
Closed -$739K – 2143
2015
Q1 		$739K Buy
6,672
+411
+7% +$43.2K 0.01% 576
2014
Q4 		$614K Buy
6,261
+1,407
+29% +$129K 0.01% 615
2014
Q3 		$419K Buy
4,854
+2,880
+146% +$278K ﹤0.01% 729
2014
Q2 		$176K Buy
1,974
+1,270
+180% +$109K ﹤0.01% 1100
2014
Q1 		$59K Sell
704
-296
-30% -$23.6K ﹤0.01% 1701
2013
Q4 		$81K Sell
1,000
-405
-29% -$31.7K ﹤0.01% 1320
2013
Q3 		$101K Buy
1,405
+709
+102% +$48.8K ﹤0.01% 1112
2013
Q2 		$42K Buy
+696
New +$40.2K ﹤0.01% 1471

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's LEA Position: Q1 2026 in Review

Creative Planning increased its Lear (LEA) stake by 45% in Q1 2026, buying an estimated $3.07M and bringing the position to 78,670 shares worth $9.53M. The position accounts for 0.01% of the portfolio, ranked #718.

Creative Planning first reported a position in LEA in Q2 2013 and has held it in 49 quarters since. 471 funds tracked by Wall St. Rank hold LEA as of Q1 2026.

  • Creative Planning held 78,670 shares of Lear worth $9.53M as of Q1 2026.
  • Creative Planning bought 24,589 Lear shares in Q1 2026, an estimated $3.07M.
  • Lear made up 0.01% of Creative Planning's portfolio in Q1 2026, its #718 holding.
  • Creative Planning first reported a position in Lear in Q2 2013 and has held it in 49 quarters since.
  • 471 funds tracked by Wall St. Rank held Lear as of Q1 2026.

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