Creative Planning
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Creative Planning’s Atmus Filtration Technologies ATMU Stock Holding History

Creative Planning’s Portfolio ATMU Stock Details ATMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
19,885
-6,471
-25% -$352K ﹤0.01% 2630
2026
Q1 		$1.5M Buy
26,356
+10,482
+66% +$619K ﹤0.01% 2138
2025
Q4 		$824K Buy
15,874
+5,173
+48% +$250K ﹤0.01% 2442
2025
Q3 		$483K Buy
10,701
+4,013
+60% +$168K ﹤0.01% 2758
2025
Q2 		$244K Buy
6,688
+312
+5% +$11.1K ﹤0.01% 3073
2025
Q1 		$234K Sell
6,376
-540
-8% -$21.3K ﹤0.01% 2942
2024
Q4 		$271K Buy
+6,916
New +$281K ﹤0.01% 2747

Other funds holding ATMU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Creative Planning's ATMU Position: Q2 2026 in Review

Creative Planning reduced its Atmus Filtration Technologies (ATMU) stake by 25% in Q2 2026, selling an estimated $352K and leaving 19,885 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Creative Planning first reported a position in ATMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2026. 335 funds tracked by Wall St. Rank hold ATMU as of Q2 2026.

  • Creative Planning held 19,885 shares of Atmus Filtration Technologies worth $1.01M as of Q2 2026.
  • Creative Planning sold 6,471 Atmus Filtration Technologies shares in Q2 2026, an estimated $352K.
  • Atmus Filtration Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2630 holding.
  • Creative Planning first reported a position in Atmus Filtration Technologies in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Atmus Filtration Technologies position peaked at $1.5M in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q2 2026.

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