Creative Planning’s Avis CAR Stock Holding History

Creative Planning’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,000	Closed	-$7K	–	2360
2020 Q3	$7K	Hold	1,000	–	–	﹤0.01%	2030
2020 Q2	$7K	Buy	+1,000	New	+$18.3K	﹤0.01%	1892

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's CAR Position: Q1 2026 in Review

Creative Planning increased its Avis (CAR) stake by 19% in Q1 2026, buying an estimated $527K and bringing the position to 28,755 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Creative Planning first reported a position in CAR in Q2 2013 and has held it in 40 quarters since. 291 funds tracked by Wall St. Rank hold CAR as of Q1 2026.

Creative Planning held 28,755 shares of Avis worth $4.19M as of Q1 2026.
Creative Planning bought 4,620 Avis shares in Q1 2026, an estimated $527K.
Avis made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1336 holding.
Creative Planning first reported a position in Avis in Q2 2013 and has held it in 40 quarters since.
291 funds tracked by Wall St. Rank held Avis as of Q1 2026.

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