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 Q2	$4.13K	Buy	+1,100	New	+$25.1K	﹤0.01%	4251

Other funds holding USAR

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's USAR Position: Q2 2026 in Review

Creative Planning increased its USA Rare Earth Inc (USAR) stake by 78% in Q2 2026, buying an estimated $818K and bringing the position to 81,706 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Creative Planning first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

Creative Planning held 81,706 shares of USA Rare Earth Inc worth $1.76M as of Q2 2026.
Creative Planning bought 35,872 USA Rare Earth Inc shares in Q2 2026, an estimated $818K.
USA Rare Earth Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2190 holding.
Creative Planning first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

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