EIP
USAR

Essential Investment Partners’s USA Rare Earth Inc USAR Stock Holding History

Essential Investment 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
Q2 		$108 Hold
5
– – ﹤0.01% 303
2026
Q1 		$76 Hold
5
– – ﹤0.01% 294
2025
Q4 		$60 Buy
+5
New +$95 ﹤0.01% 282

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Essential Investment Partners's USAR Position: Q2 2026 in Review

Essential Investment Partners held its USA Rare Earth Inc (USAR) position steady in Q2 2026 at 5 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Essential Investment Partners first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Essential Investment Partners held 5 shares of USA Rare Earth Inc worth $108 as of Q2 2026.
  • Essential Investment Partners left its USA Rare Earth Inc share count unchanged in Q2 2026.
  • USA Rare Earth Inc made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #303 holding.
  • Essential Investment Partners first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.