Carson Wealth (CWM LLC)
USAR

Carson Wealth (CWM LLC)’s USA Rare Earth Inc USAR Stock Holding History

Carson Wealth (CWM LLC)’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 		$113K Buy
7,434
+1,676
+29% +$32.5K ﹤0.01% 3159
2025
Q4 		$69K Buy
+5,758
New +$110K ﹤0.01% 3372

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
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
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Carson Wealth (CWM LLC)'s USAR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its USA Rare Earth Inc (USAR) stake by 29% in Q1 2026, buying an estimated $32.5K and bringing the position to 7,434 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Carson Wealth (CWM LLC) first reported a position in USAR in Q4 2025 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,434 shares of USA Rare Earth Inc worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,676 USA Rare Earth Inc shares in Q1 2026, an estimated $32.5K.
  • USA Rare Earth Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3159 holding.
  • Carson Wealth (CWM LLC) first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.