Creative Planning
ATRO icon

Creative Planning’s Astronics ATRO Stock Holding History

Creative Planning’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94M Buy
34,949
+3,036
+10% +$183K ﹤0.01% 1908
2025
Q4 		$1.44M Buy
31,913
+2,716
+9% +$114K ﹤0.01% 1988
2025
Q3 		$1.11M Buy
29,197
+6,848
+31% +$208K ﹤0.01% 2014
2025
Q2 		$624K Buy
22,349
+3,222
+17% +$75.3K ﹤0.01% 2268
2025
Q1 		$385K Buy
+19,127
New +$322K ﹤0.01% 2540
2020
Q1 		– Sell
-12,960
Closed -$302K – 1879
2019
Q4 		$302K Hold
12,960
– – ﹤0.01% 1397
2019
Q3 		$317K Hold
12,960
– – ﹤0.01% 1327
2019
Q2 		$434K Hold
12,960
– – ﹤0.01% 1161
2019
Q1 		$353K Hold
12,960
– – ﹤0.01% 1240
2018
Q4 		$329K Sell
12,960
-1,944
-13% -$51.2K ﹤0.01% 1178
2018
Q3 		$470K Hold
14,904
– – ﹤0.01% 1110
2018
Q2 		$388K Hold
14,904
– – ﹤0.01% 1213
2018
Q1 		$403K Hold
14,904
– – ﹤0.01% 1191
2017
Q4 		$448K Sell
14,904
-138
-0.9% -$3.74K ﹤0.01% 1143
2017
Q3 		$324K Hold
15,042
– – ﹤0.01% 1284
2017
Q2 		$332K Buy
15,042
+138
+0.9% +$3.09K ﹤0.01% 1227
2017
Q1 		$343K Hold
14,904
– – ﹤0.01% 1188
2016
Q4 		$365K Sell
14,904
-2,264
-13% -$59.8K ﹤0.01% 1088
2016
Q3 		$487K Buy
+17,168
New +$439K ﹤0.01% 909
2015
Q4 		– Sell
-6,488
Closed -$144K – 4402
2015
Q3 		$144K Buy
+6,488
New +$202K ﹤0.01% 1373
2015
Q2 		– Sell
-6,324
Closed -$255K – 1232
2015
Q1 		$255K Buy
6,324
+5,627
+807% +$192K ﹤0.01% 1067
2014
Q4 		$21K Buy
697
+514
+281% +$13.6K ﹤0.01% 2604
2014
Q3 		$5K Buy
+183
New +$5.01K ﹤0.01% 3266

Other funds holding ATRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's ATRO Position: Q1 2026 in Review

Creative Planning increased its Astronics (ATRO) stake by 9.5% in Q1 2026, buying an estimated $183K and bringing the position to 34,949 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Creative Planning first reported a position in ATRO in Q3 2014 and has held it in 23 quarters since. 290 funds tracked by Wall St. Rank hold ATRO as of Q1 2026.

  • Creative Planning held 34,949 shares of Astronics worth $1.94M as of Q1 2026.
  • Creative Planning bought 3,036 Astronics shares in Q1 2026, an estimated $183K.
  • Astronics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1908 holding.
  • Creative Planning first reported a position in Astronics in Q3 2014 and has held it in 23 quarters since.
  • 290 funds tracked by Wall St. Rank held Astronics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.