Creative Planning
CAR icon

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 $10.8B AUM 34.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's CAR Position: Q2 2026 in Review

Creative Planning reduced its Avis (CAR) stake by 76% in Q2 2026, selling an estimated $4.81M and leaving 6,926 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Creative Planning first reported a position in CAR in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.19M in Q1 2026. 303 funds tracked by Wall St. Rank hold CAR as of Q2 2026.

  • Creative Planning held 6,926 shares of Avis worth $1.02M as of Q2 2026.
  • Creative Planning sold 21,829 Avis shares in Q2 2026, an estimated $4.81M.
  • Avis made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2622 holding.
  • Creative Planning first reported a position in Avis in Q2 2013 and has held it in 41 quarters since.
  • Creative Planning's Avis position peaked at $4.19M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Avis as of Q2 2026.

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