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
Q2 		$315K Buy
14,595
+507
+4% +$11.6K ﹤0.01% 1952
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Integrated Wealth Concepts's USAR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its USA Rare Earth Inc (USAR) stake by 3.6% in Q2 2026, buying an estimated $11.6K and bringing the position to 14,595 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Integrated Wealth Concepts first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Integrated Wealth Concepts held 14,595 shares of USA Rare Earth Inc worth $315K as of Q2 2026.
  • Integrated Wealth Concepts bought 507 USA Rare Earth Inc shares in Q2 2026, an estimated $11.6K.
  • USA Rare Earth Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1952 holding.
  • Integrated Wealth Concepts first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.