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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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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$35.4B AUM
33.54%
1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
BCA
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$237M AUM
VCM
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$4.04T AUM
HRCM
Hood River Capital Management
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$9.98B AUM
145.42%
1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania
Philaldelphia, Pennsylvania
$297M AUM
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
IPHI
Inflection Point Holdings II
New York
$47.3M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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