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
2026
Q2 		$309K Buy
+55,837
New +$216K ﹤0.01% 3537
2025
Q3 		– Sell
-95,193
Closed -$441K – 4035
2025
Q2 		$441K Buy
+95,193
New +$438K ﹤0.01% 2577

Other funds holding AIRJ

PS
Pennant Select Summit, New Jersey $225M AUM 138.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Creative Planning's AIRJ Position: Q2 2026 in Review

Creative Planning opened a new position in Montana Technologies Corp (AIRJ) in Q2 2026: 55,837 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #3537 among its holdings. This is a return to the name: Creative Planning previously reported a position in AIRJ as recently as Q2 2025.

Creative Planning first reported a position in AIRJ in Q2 2025 and has held it in 2 quarters since. The position peaked at $441K in Q2 2025. 118 funds tracked by Wall St. Rank hold AIRJ as of Q2 2026.

  • Creative Planning held 55,837 shares of Montana Technologies Corp worth $309K as of Q2 2026.
  • Montana Technologies Corp was a new Creative Planning position in Q2 2026.
  • Montana Technologies Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3537 holding.
  • Creative Planning first reported a position in Montana Technologies Corp in Q2 2025 and has held it in 2 quarters since.
  • Creative Planning's Montana Technologies Corp position peaked at $441K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q2 2026.

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