AP
USAR

Aspect Partners’s USA Rare Earth Inc USAR Stock Holding History

Aspect Partners’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 		$5.11K Sell
237
-74
-24% -$1.69K ﹤0.01% 410
2026
Q1 		$4.71K Sell
311
-1
-0.3% -$19 ﹤0.01% 364
2025
Q4 		$3.71K Sell
312
-406
-57% -$7.73K ﹤0.01% 425
2025
Q3 		$12.3K Buy
+718
New +$10.3K 0.01% 270

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Aspect Partners's USAR Position: Q2 2026 in Review

Aspect Partners reduced its USA Rare Earth Inc (USAR) stake by 24% in Q2 2026, selling an estimated $1.69K and leaving 237 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Aspect Partners first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.3K in Q3 2025. 86 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Aspect Partners held 237 shares of USA Rare Earth Inc worth $5.11K as of Q2 2026.
  • Aspect Partners sold 74 USA Rare Earth Inc shares in Q2 2026, an estimated $1.69K.
  • USA Rare Earth Inc made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #410 holding.
  • Aspect Partners first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • Aspect Partners's USA Rare Earth Inc position peaked at $12.3K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.