Goldman Sachs
USAR

Goldman Sachs’s USA Rare Earth Inc USAR Stock Holding History

Goldman Sachs’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 		$17.9M Sell
831,650
-177,496
-18% -$4.05M ﹤0.01% 2749
2026
Q1 		$15.3M Buy
1,009,146
+95,934
+11% +$1.86M ﹤0.01% 2706
2025
Q4 		$10.9M Buy
913,212
+881,582
+2,787% +$16.8M ﹤0.01% 3018
2025
Q3 		$544K Buy
+31,630
New +$452K ﹤0.01% 5464

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs's USAR Position: Q2 2026 in Review

Goldman Sachs reduced its USA Rare Earth Inc (USAR) stake by 18% in Q2 2026, selling an estimated $4.05M and leaving 831,650 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

Goldman Sachs first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Goldman Sachs held 831,650 shares of USA Rare Earth Inc worth $17.9M as of Q2 2026.
  • Goldman Sachs sold 177,496 USA Rare Earth Inc shares in Q2 2026, an estimated $4.05M.
  • USA Rare Earth Inc made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #2749 holding.
  • Goldman Sachs first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.