Creative Planning
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Creative Planning’s Ichor Holdings ICHR Stock Holding History

Creative Planning’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$732K Buy
+15,705
New +$611K ﹤0.01% 2717
2025
Q2 		– Sell
-9,735
Closed -$220K – 3742
2025
Q1 		$220K Sell
9,735
-7,214
-43% -$213K ﹤0.01% 2987
2024
Q4 		$546K Sell
16,949
-1,217
-7% -$37.6K ﹤0.01% 2143
2024
Q3 		$578K Buy
+18,166
New +$588K ﹤0.01% 1969
2017
Q3 		– Sell
-1,000
Closed -$20K – 2731
2017
Q2 		$20K Buy
+1,000
New +$21.2K ﹤0.01% 3179

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ICHR Position: Q1 2026 in Review

Creative Planning opened a new position in Ichor Holdings (ICHR) in Q1 2026: 15,705 shares worth $732K. The stake represents ﹤0.01% of the portfolio and ranks #2717 among its holdings. This is a return to the name: Creative Planning previously reported a position in ICHR as recently as Q1 2025.

Creative Planning first reported a position in ICHR in Q2 2017 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold ICHR as of Q1 2026.

  • Creative Planning held 15,705 shares of Ichor Holdings worth $732K as of Q1 2026.
  • Ichor Holdings was a new Creative Planning position in Q1 2026.
  • Ichor Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2717 holding.
  • Creative Planning first reported a position in Ichor Holdings in Q2 2017 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2026.

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