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

IMG 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
2026
Q3 		$7.58K Sell
538
-125
-19% -$2.12K ﹤0.01% 365
2026
Q2 		$14.3K Hold
663
– – 0.01% 275
2026
Q1 		$10K Buy
663
+500
+307% +$9.7K 0.01% 290
2025
Q4 		$1.94K Buy
+163
New +$3.1K ﹤0.01% 522

Other funds holding USAR

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bayshore Capital Advisors
Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IMG Wealth Management's USAR Position: Q3 2026 in Review

IMG Wealth Management reduced its USA Rare Earth Inc (USAR) stake by 19% in Q3 2026, selling an estimated $2.12K and leaving 538 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

IMG Wealth Management first reported a position in USAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.3K in Q2 2026. 225 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

  • IMG Wealth Management held 538 shares of USA Rare Earth Inc worth $7.58K as of Q3 2026.
  • IMG Wealth Management sold 125 USA Rare Earth Inc shares in Q3 2026, an estimated $2.12K.
  • USA Rare Earth Inc made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #365 holding.
  • IMG Wealth Management first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's USA Rare Earth Inc position peaked at $14.3K in Q2 2026.
  • 225 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.