AWM
USAR

Activest Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

Activest Wealth Management’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 		$129K Buy
6,000
+4,000
+200% +$91.2K 0.03% 160
2026
Q1 		$30.3K Hold
2,000
– – 0.01% 424
2025
Q4 		$23.8K Buy
+2,000
New +$38.1K ﹤0.01% 466

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Activest Wealth Management's USAR Position: Q2 2026 in Review

Activest Wealth Management increased its USA Rare Earth Inc (USAR) stake by 200% in Q2 2026, buying an estimated $91.2K and bringing the position to 6,000 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #160.

Activest Wealth Management first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Activest Wealth Management held 6,000 shares of USA Rare Earth Inc worth $129K as of Q2 2026.
  • Activest Wealth Management bought 4,000 USA Rare Earth Inc shares in Q2 2026, an estimated $91.2K.
  • USA Rare Earth Inc made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Activest Wealth Management first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.