Creative Planning
AIP icon

Creative Planning’s Arteris AIP Stock Holding History

Creative Planning’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
32,670
+8,322
+34% +$266K ﹤0.01% 2277
2026
Q1 		$400K Buy
24,348
+10,967
+82% +$174K ﹤0.01% 3197
2025
Q4 		$207K Buy
+13,381
New +$194K ﹤0.01% 3518

Other funds holding AIP

NIM
Needham Investment Management New York $3.33B AUM 163.16% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's AIP Position: Q2 2026 in Review

Creative Planning increased its Arteris (AIP) stake by 34% in Q2 2026, buying an estimated $266K and bringing the position to 32,670 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Creative Planning first reported a position in AIP in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Creative Planning held 32,670 shares of Arteris worth $1.59M as of Q2 2026.
  • Creative Planning bought 8,322 Arteris shares in Q2 2026, an estimated $266K.
  • Arteris made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2277 holding.
  • Creative Planning first reported a position in Arteris in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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