Creative Planning
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Creative Planning’s American Battery Technology Co ABAT Stock Holding History

Creative Planning’s Portfolio ABAT Stock Details ABAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Buy
39,273
+12,888
+49% +$41.2K ﹤0.01% 4026
2026
Q1 		$73.6K Buy
26,385
+7,121
+37% +$27.5K ﹤0.01% 3951
2025
Q4 		$64.3K Sell
19,264
-6,186
-24% -$29K ﹤0.01% 3777
2025
Q3 		$124K Buy
25,450
+6,492
+34% +$17K ﹤0.01% 3638
2025
Q2 		$30.7K Buy
18,958
+5,000
+36% +$6.49K ﹤0.01% 3566
2025
Q1 		$14.4K Buy
+13,958
New +$18.9K ﹤0.01% 3416

Other funds holding ABAT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's ABAT Position: Q2 2026 in Review

Creative Planning increased its American Battery Technology Co (ABAT) stake by 49% in Q2 2026, buying an estimated $41.2K and bringing the position to 39,273 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

Creative Planning first reported a position in ABAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $124K in Q3 2025. 177 funds tracked by Wall St. Rank hold ABAT as of Q2 2026.

  • Creative Planning held 39,273 shares of American Battery Technology Co worth $111K as of Q2 2026.
  • Creative Planning bought 12,888 American Battery Technology Co shares in Q2 2026, an estimated $41.2K.
  • American Battery Technology Co made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4026 holding.
  • Creative Planning first reported a position in American Battery Technology Co in Q1 2025 and has held it in 6 quarters since.
  • Creative Planning's American Battery Technology Co position peaked at $124K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held American Battery Technology Co as of Q2 2026.

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