Creative Planning
USAR

Creative Planning’s USA Rare Earth Inc USAR Stock Holding History

Creative Planning’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$694K Buy
45,834
+22,800
+99% +$442K ﹤0.01% 2766
2025
Q4 		$274K Buy
23,034
+11,314
+97% +$216K ﹤0.01% 3309
2025
Q3 		$201K Buy
+11,720
New +$167K ﹤0.01% 3478

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $237M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's USAR Position: Q1 2026 in Review

Creative Planning increased its USA Rare Earth Inc (USAR) stake by 99% in Q1 2026, buying an estimated $442K and bringing the position to 45,834 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Creative Planning first reported a position in USAR in Q3 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Creative Planning held 45,834 shares of USA Rare Earth Inc worth $694K as of Q1 2026.
  • Creative Planning bought 22,800 USA Rare Earth Inc shares in Q1 2026, an estimated $442K.
  • USA Rare Earth Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2766 holding.
  • Creative Planning first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

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