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Asset Planning Inc’s Camtek CAMT Stock Holding History

Asset Planning Inc’s Portfolio CAMT Stock Details CAMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2K Hold
100
– – 0.01% 221
2025
Q4 		$10.6K Hold
100
– – 0.01% 229
2025
Q3 		$10.5K Hold
100
– – 0.01% 234
2025
Q2 		$8.46K Hold
100
– – 0.01% 239
2025
Q1 		$5.86K Hold
100
– – ﹤0.01% 256
2024
Q4 		$8.08K Buy
+100
New +$7.86K 0.01% 254

Other funds holding CAMT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Asset Planning Inc's CAMT Position: Q1 2026 in Review

Asset Planning Inc held its Camtek (CAMT) position steady in Q1 2026 at 100 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #221.

Asset Planning Inc first reported a position in CAMT in Q4 2024 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold CAMT as of Q1 2026.

  • Asset Planning Inc held 100 shares of Camtek worth $15.2K as of Q1 2026.
  • Asset Planning Inc left its Camtek share count unchanged in Q1 2026.
  • Camtek made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #221 holding.
  • Asset Planning Inc first reported a position in Camtek in Q4 2024 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Camtek as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.