GWM
USAR

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

Greenwich 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
2025
Q4 		– Sell
-135,640
Closed -$2.33M – 304
2025
Q3 		$2.33M Buy
+135,640
New +$1.94M 0.12% 96

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IPHI
Inflection Point Holdings II New York $47.3M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Greenwich Wealth Management's USAR Position: Q4 2025 in Review

Greenwich Wealth Management sold out of USA Rare Earth Inc (USAR) in Q4 2025, closing a stake of 135,640 shares — an estimated $2.33M sold.

Greenwich Wealth Management first reported a position in USAR in Q3 2025 and held it in 1 quarter. The position peaked at $2.33M in Q3 2025. 229 funds tracked by Wall St. Rank hold USAR as of Q4 2025.

  • Greenwich Wealth Management reported no remaining USA Rare Earth Inc position as of Q4 2025 after selling out during the quarter.
  • Greenwich Wealth Management sold 135,640 USA Rare Earth Inc shares in Q4 2025, an estimated $2.33M.
  • Greenwich Wealth Management first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 1 quarter.
  • Greenwich Wealth Management's USA Rare Earth Inc position peaked at $2.33M in Q3 2025.
  • 229 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q4 2025.

Based on Greenwich Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.