Geode Capital Management
USAR

Geode Capital Management’s USA Rare Earth Inc USAR Stock Holding History

Geode Capital 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 		$105M Buy
4,858,203
+540,361
+13% +$12.3M 0.01% 1169
2026
Q1 		$65.4M Buy
4,317,842
+2,147,745
+99% +$41.7M ﹤0.01% 1345
2025
Q4 		$25.8M Buy
2,170,097
+1,476,990
+213% +$28.1M ﹤0.01% 1875
2025
Q3 		$11.9M Buy
693,107
+39,817
+6% +$569K ﹤0.01% 2317
2025
Q2 		$7.16M Buy
653,290
+627,545
+2,438% +$6.65M ﹤0.01% 2550
2025
Q1 		$153K Hold
25,745
– – ﹤0.01% 3919
2024
Q4 		$296K Buy
25,745
+783
+3% +$8.69K ﹤0.01% 3768
2024
Q3 		$268K Buy
24,962
+9,596
+62% +$102K ﹤0.01% 3806
2024
Q2 		$163K Buy
15,366
+3,193
+26% +$33.6K ﹤0.01% 3987
2024
Q1 		$127K Buy
+12,173
New +$127K ﹤0.01% 4082

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
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Geode Capital Management's USAR Position: Q2 2026 in Review

Geode Capital Management increased its USA Rare Earth Inc (USAR) stake by 13% in Q2 2026, buying an estimated $12.3M and bringing the position to 4,858,203 shares worth $105M. The position accounts for 0.01% of the portfolio, ranked #1169.

Geode Capital Management first reported a position in USAR in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Geode Capital Management held 4,858,203 shares of USA Rare Earth Inc worth $105M as of Q2 2026.
  • Geode Capital Management bought 540,361 USA Rare Earth Inc shares in Q2 2026, an estimated $12.3M.
  • USA Rare Earth Inc made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #1169 holding.
  • Geode Capital Management first reported a position in USA Rare Earth Inc in Q1 2024 and has held it in 10 quarters since.
  • 393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.