Creative Planning
ATOM icon

Creative Planning’s Atomera ATOM Stock Holding History

Creative Planning’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$148K Buy
+16,981
New +$133K ﹤0.01% 3965
2021
Q2 		– Sell
-11,865
Closed -$291K – 2103
2021
Q1 		$291K Buy
+11,865
New +$347K ﹤0.01% 1812

Other funds holding ATOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning's ATOM Position: Q2 2026 in Review

Creative Planning opened a new position in Atomera (ATOM) in Q2 2026: 16,981 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #3965 among its holdings. This is a return to the name: Creative Planning previously reported a position in ATOM as recently as Q1 2021.

Creative Planning first reported a position in ATOM in Q1 2021 and has held it in 2 quarters since. The position peaked at $291K in Q1 2021. 121 funds tracked by Wall St. Rank hold ATOM as of Q2 2026.

  • Creative Planning held 16,981 shares of Atomera worth $148K as of Q2 2026.
  • Atomera was a new Creative Planning position in Q2 2026.
  • Atomera made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3965 holding.
  • Creative Planning first reported a position in Atomera in Q1 2021 and has held it in 2 quarters since.
  • Creative Planning's Atomera position peaked at $291K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held Atomera as of Q2 2026.

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