IWC
USAR

Integrated Wealth Concepts’s USA Rare Earth Inc USAR Stock Holding History

Integrated Wealth Concepts’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
Q1 		$213K Sell
14,088
-8,225
-37% -$160K ﹤0.01% 2074
2025
Q4 		$266K Buy
+22,313
New +$425K ﹤0.01% 1373

Other funds holding USAR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $237M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Concepts's USAR Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its USA Rare Earth Inc (USAR) stake by 37% in Q1 2026, selling an estimated $160K and leaving 14,088 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Integrated Wealth Concepts first reported a position in USAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $266K in Q4 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Integrated Wealth Concepts held 14,088 shares of USA Rare Earth Inc worth $213K as of Q1 2026.
  • Integrated Wealth Concepts sold 8,225 USA Rare Earth Inc shares in Q1 2026, an estimated $160K.
  • USA Rare Earth Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2074 holding.
  • Integrated Wealth Concepts first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's USA Rare Earth Inc position peaked at $266K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.