Creative Planning
LI icon

Creative Planning’s Li Auto LI Stock Holding History

Creative Planning’s Portfolio LI Stock Details LI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$170K Sell
14,503
-8,763
-38% -$144K ﹤0.01% 3923
2026
Q1 		$415K Buy
23,266
+12,013
+107% +$210K ﹤0.01% 3169
2025
Q4 		$191K Sell
11,253
-7,064
-39% -$140K ﹤0.01% 3572
2025
Q3 		$464K Sell
18,317
-573
-3% -$14.8K ﹤0.01% 2788
2025
Q2 		$512K Sell
18,890
-4,701
-20% -$124K ﹤0.01% 2455
2025
Q1 		$594K Sell
23,591
-793
-3% -$20.4K ﹤0.01% 2133
2024
Q4 		$585K Buy
24,384
+633
+3% +$15.7K ﹤0.01% 2081
2024
Q3 		$609K Buy
23,751
+6,712
+39% +$136K ﹤0.01% 1931
2024
Q2 		$305K Sell
17,039
-13,376
-44% -$323K ﹤0.01% 2334
2024
Q1 		$921K Sell
30,415
-73
-0.2% -$2.42K ﹤0.01% 1391
2023
Q4 		$1.14M Buy
30,488
+3,491
+13% +$126K ﹤0.01% 1164
2023
Q3 		$962K Buy
26,997
+2,160
+9% +$85.2K ﹤0.01% 1178
2023
Q2 		$872K Sell
24,837
-3,368
-12% -$94.7K ﹤0.01% 1207
2023
Q1 		$704K Buy
28,205
+4,898
+21% +$116K ﹤0.01% 1278
2022
Q4 		$475K Sell
23,307
-980
-4% -$18.6K ﹤0.01% 1455
2022
Q3 		$559K Buy
24,287
+4,849
+25% +$151K ﹤0.01% 1264
2022
Q2 		$745K Buy
19,438
+521
+3% +$13.9K ﹤0.01% 1100
2022
Q1 		$488K Buy
+18,917
New +$522K ﹤0.01% 1329
2021
Q3 		– Sell
-6,250
Closed -$218K – 2171
2021
Q2 		$218K Sell
6,250
-9,169
-59% -$215K ﹤0.01% 1757
2021
Q1 		$385K Sell
15,419
-4,478
-23% -$129K ﹤0.01% 1613
2020
Q4 		$574K Buy
+19,897
New +$546K ﹤0.01% 1238

Other funds holding LI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $57.8M AUM 56.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's LI Position: Q2 2026 in Review

Creative Planning reduced its Li Auto (LI) stake by 38% in Q2 2026, selling an estimated $144K and leaving 14,503 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

Creative Planning first reported a position in LI in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.14M in Q4 2023. 160 funds tracked by Wall St. Rank hold LI as of Q2 2026.

  • Creative Planning held 14,503 shares of Li Auto worth $170K as of Q2 2026.
  • Creative Planning sold 8,763 Li Auto shares in Q2 2026, an estimated $144K.
  • Li Auto made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3923 holding.
  • Creative Planning first reported a position in Li Auto in Q4 2020 and has held it in 21 quarters since.
  • Creative Planning's Li Auto position peaked at $1.14M in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.