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 Q3	$3.38K	Buy	240 +3	+1%	+$51	﹤0.01%	462
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

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

Aspect Partners's USAR Position: Q3 2026 in Review

Aspect Partners increased its USA Rare Earth Inc (USAR) stake by 1.3% in Q3 2026, buying an estimated $51 and bringing the position to 240 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Aspect Partners first reported a position in USAR in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.3K in Q3 2025. 72 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

Aspect Partners held 240 shares of USA Rare Earth Inc worth $3.38K as of Q3 2026.
Aspect Partners bought 3 USA Rare Earth Inc shares in Q3 2026, an estimated $51.
USA Rare Earth Inc made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #462 holding.
Aspect Partners first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 5 quarters since.
Aspect Partners's USA Rare Earth Inc position peaked at $12.3K in Q3 2025.
72 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.