Creative Planning’s United States Antimony UAMY Stock Holding History

Creative Planning’s Portfolio UAMY Stock Details UAMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$483K	Hold	66,523	–	–	﹤0.01%	3214
2026 Q1	$581K	Buy	66,523 +19,089	+40%	+$166K	﹤0.01%	2904
2025 Q4	$238K	Sell	47,434 -132,856	-74%	-$1.04M	﹤0.01%	3416
2025 Q3	$1.12M	Buy	180,290 +11,643	+7%	+$48.7K	﹤0.01%	2011
2025 Q2	$368K	Buy	+168,647	New	+$478K	﹤0.01%	2727
2020 Q1	–	Sell	-7,435,101	Closed	-$2.86M	–	2080
2019 Q4	$2.86M	Buy	7,435,101 +30,000	+0.4%	+$13.8K	0.01%	410
2019 Q3	$4.14M	Sell	7,405,101 -713,628	-9%	-$463K	0.01%	315
2019 Q2	$4.55M	Hold	8,118,729	–	–	0.02%	311
2019 Q1	$3.82M	Hold	8,118,729	–	–	0.01%	322
2018 Q4	$4.71M	Hold	8,118,729	–	–	0.02%	256
2018 Q3	$6.93M	Hold	8,118,729	–	–	0.03%	218
2018 Q2	$3.9M	Hold	8,118,729	–	–	0.02%	318
2018 Q1	$2.03M	Hold	8,118,729	–	–	0.01%	461
2017 Q4	$2.6M	Buy	+8,118,729	New	+$2.13M	0.01%	399

Other funds holding UAMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Creative Planning's UAMY Position: Q2 2026 in Review

Creative Planning held its United States Antimony (UAMY) position steady in Q2 2026 at 66,523 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Creative Planning first reported a position in UAMY in Q4 2017 and has held it in 14 quarters since. The position peaked at $6.93M in Q3 2018. 240 funds tracked by Wall St. Rank hold UAMY as of Q2 2026.

Creative Planning held 66,523 shares of United States Antimony worth $483K as of Q2 2026.
Creative Planning left its United States Antimony share count unchanged in Q2 2026.
United States Antimony made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3214 holding.
Creative Planning first reported a position in United States Antimony in Q4 2017 and has held it in 14 quarters since.
Creative Planning's United States Antimony position peaked at $6.93M in Q3 2018.
240 funds tracked by Wall St. Rank held United States Antimony as of Q2 2026.

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