CWM
USAR

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

Consultiva 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
Q1 		$15.1K Hold
1,000
– – 0.04% 181
2025
Q4 		$11.9K Buy
+1,000
New +$19K 0.03% 190

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Consultiva Wealth Management's USAR Position: Q1 2026 in Review

Consultiva Wealth Management held its USA Rare Earth Inc (USAR) position steady in Q1 2026 at 1,000 shares worth $15.1K. The position accounts for 0.04% of the portfolio, ranked #181.

Consultiva Wealth Management 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.

  • Consultiva Wealth Management held 1,000 shares of USA Rare Earth Inc worth $15.1K as of Q1 2026.
  • Consultiva Wealth Management left its USA Rare Earth Inc share count unchanged in Q1 2026.
  • USA Rare Earth Inc made up 0.04% of Consultiva Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Consultiva Wealth Management 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 Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.