Creative Planning

Creative Planning’s Lindsay Corp LNN Stock Holding History

Creative Planning’s Portfolio LNN Stock Details LNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.19M	Buy	18,417 +2,315	+14%	+$294K	﹤0.01%	1822
2025 Q4	$1.9M	Buy	16,102 +13,751	+585%	+$1.66M	﹤0.01%	1762
2025 Q3	$330K	Buy	2,351 +775	+49%	+$108K	﹤0.01%	3066
2025 Q2	$227K	Buy	+1,576	New	+$210K	﹤0.01%	3127
2025 Q1	–	Sell	-30	Closed	-$3.55K	–	3617
2024 Q4	$3.55K	Buy	+30	New	+$3.73K	﹤0.01%	3426
2017 Q3	–	Sell	-212	Closed	-$19K	–	2908
2017 Q2	$19K	Hold	212	–	–	﹤0.01%	3220
2017 Q1	$19K	Hold	212	–	–	﹤0.01%	3162
2016 Q4	$16K	Buy	212 +12	+6%	+$951	﹤0.01%	3220
2016 Q3	$15K	Buy	+200	New	+$14.2K	﹤0.01%	3240
2016 Q1	–	Sell	-26	Closed	-$2K	–	4440
2015 Q4	$2K	Sell	26 -49	-65%	-$3.39K	﹤0.01%	4039
2015 Q3	$5K	Buy	+75	New	+$5.95K	﹤0.01%	3612
2015 Q2	–	Sell	-166	Closed	-$13K	–	2162
2015 Q1	$13K	Buy	166 +69	+71%	+$5.8K	﹤0.01%	3020
2014 Q4	$8K	Hold	97	–	–	﹤0.01%	3235
2014 Q3	$7K	Buy	97 +22	+29%	+$1.74K	﹤0.01%	3135
2014 Q2	$6K	Sell	75 -75	-50%	-$6.49K	﹤0.01%	3125
2014 Q1	$13K	Buy	+150	New	+$12.7K	﹤0.01%	2626

Other funds holding LNN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $230M AUM 23.67% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return