Caitlin John’s USA Rare Earth Inc USAR Stock Holding History

Caitlin John’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 Q1	$15.1K	Sell	1,000 -300	-23%	-$5.82K	0.01%	467
2025 Q4	$15.5K	Buy	1,300 +950	+271%	+$18.1K	0.01%	477
2025 Q3	$6.02K	Buy	+350	New	+$5K	﹤0.01%	568

Other funds holding USAR

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $237M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caitlin John's USAR Position: Q1 2026 in Review

Caitlin John reduced its USA Rare Earth Inc (USAR) stake by 23% in Q1 2026, selling an estimated $5.82K and leaving 1,000 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #467.

Caitlin John first reported a position in USAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q4 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

Caitlin John held 1,000 shares of USA Rare Earth Inc worth $15.1K as of Q1 2026.
Caitlin John sold 300 USA Rare Earth Inc shares in Q1 2026, an estimated $5.82K.
USA Rare Earth Inc made up 0.01% of Caitlin John's portfolio in Q1 2026, its #467 holding.
Caitlin John first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 3 quarters since.
Caitlin John's USA Rare Earth Inc position peaked at $15.5K in Q4 2025.
313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.