Creative Planning
CAMT icon

Creative Planning’s Camtek CAMT Stock Holding History

Creative Planning’s Portfolio CAMT Stock Details CAMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$623K Buy
4,110
+36
+0.9% +$5.46K ﹤0.01% 2853
2025
Q4 		$433K Sell
4,074
-30
-0.7% -$3.37K ﹤0.01% 2959
2025
Q3 		$431K Sell
4,104
-52
-1% -$4.66K ﹤0.01% 2847
2025
Q2 		$351K Buy
4,156
+13
+0.3% +$877 ﹤0.01% 2764
2025
Q1 		$243K Hold
4,143
– – ﹤0.01% 2910
2024
Q4 		$335K Sell
4,143
-45
-1% -$3.54K ﹤0.01% 2568
2024
Q3 		$334K Buy
+4,188
New +$408K ﹤0.01% 2439
2017
Q2 		– Sell
-250
Closed -$1K – 4630
2017
Q1 		$1K Buy
+250
New +$903 ﹤0.01% 4410

Other funds holding CAMT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return