AWM
USAR

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

Axxcess 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 		$1.3M Buy
+60,176
New +$1.37M 0.02% 469
2026
Q1 		– Sell
-28,647
Closed -$341K – 1053
2025
Q4 		$341K Buy
+28,647
New +$546K 0.01% 810

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 60,176 shares worth $1.3M. The stake represents 0.02% of the portfolio and ranks #469 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in USAR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in USAR in Q4 2025 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Axxcess Wealth Management held 60,176 shares of USA Rare Earth Inc worth $1.3M as of Q2 2026.
  • USA Rare Earth Inc was a new Axxcess Wealth Management position in Q2 2026.
  • USA Rare Earth Inc made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Axxcess Wealth Management first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.