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
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 $63.9B AUM 45.56% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Creative Planning's LI Position: Q1 2026 in Review

Creative Planning increased its Li Auto (LI) stake by 107% in Q1 2026, buying an estimated $210K and bringing the position to 23,266 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3169.

Creative Planning first reported a position in LI in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.14M in Q4 2023. 167 funds tracked by Wall St. Rank hold LI as of Q1 2026.

  • Creative Planning held 23,266 shares of Li Auto worth $415K as of Q1 2026.
  • Creative Planning bought 12,013 Li Auto shares in Q1 2026, an estimated $210K.
  • Li Auto made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3169 holding.
  • Creative Planning first reported a position in Li Auto in Q4 2020 and has held it in 20 quarters since.
  • Creative Planning's Li Auto position peaked at $1.14M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Li Auto as of Q1 2026.

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