Creative Planning
AIRJ

Creative Planning’s Montana Technologies Corp AIRJ Stock Holding History

Creative Planning’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-95,193
Closed -$441K – 4035
2025
Q2 		$441K Buy
+95,193
New +$438K ﹤0.01% 2577

Other funds holding AIRJ

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Creative Planning's AIRJ Position: Q3 2025 in Review

Creative Planning sold out of Montana Technologies Corp (AIRJ) in Q3 2025, closing a stake of 95,193 shares — an estimated $441K sold.

Creative Planning first reported a position in AIRJ in Q2 2025 and held it in 1 quarter. The position peaked at $441K in Q2 2025. 70 funds tracked by Wall St. Rank hold AIRJ as of Q3 2025.

  • Creative Planning reported no remaining Montana Technologies Corp position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 95,193 Montana Technologies Corp shares in Q3 2025, an estimated $441K.
  • Creative Planning first reported a position in Montana Technologies Corp in Q2 2025 and held it in 1 quarter.
  • Creative Planning's Montana Technologies Corp position peaked at $441K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.