Creative Planning
LESL

Creative Planning’s Leslie's LESL Stock Holding History

Creative Planning’s Portfolio LESL Stock Details LESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-966
Closed -$8.12K – 3969
2025
Q2 		$8.12K Buy
966
+386
+67% +$5.08K ﹤0.01% 3632
2025
Q1 		$8.54K Sell
580
-1,161
-67% -$35.6K ﹤0.01% 3429
2024
Q4 		$77.7K Buy
1,741
+524
+43% +$27.8K ﹤0.01% 3189
2024
Q3 		$76.9K Buy
+1,217
New +$75K ﹤0.01% 3052
2024
Q2 		– Sell
-587
Closed -$76.3K – 3126
2024
Q1 		$76.3K Buy
+587
New +$84K ﹤0.01% 2744

Other funds holding LESL

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Creative Planning's LESL Position: Q3 2025 in Review

Creative Planning sold out of Leslie's (LESL) in Q3 2025, closing a stake of 966 shares — an estimated $8.12K sold.

Creative Planning first reported a position in LESL in Q1 2024 and held it in 5 quarters. The position peaked at $77.7K in Q4 2024. 62 funds tracked by Wall St. Rank hold LESL as of Q3 2025.

  • Creative Planning reported no remaining Leslie's position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 966 Leslie's shares in Q3 2025, an estimated $8.12K.
  • Creative Planning first reported a position in Leslie's in Q1 2024 and held it in 5 quarters.
  • Creative Planning's Leslie's position peaked at $77.7K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Leslie's as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.