KA
USAR

Kercheville Advisors’s USA Rare Earth Inc USAR Stock Holding History

Kercheville Advisors’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 		– Sell
-37,200
Closed -$845K – 127
2025
Q4 		$845K Buy
37,200
+27,200
+272% +$518K 0.22% 65
2025
Q3 		$172K Buy
+10,000
New +$143K 0.05% 100

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
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
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Kercheville Advisors's USAR Position: Q1 2026 in Review

Kercheville Advisors sold out of USA Rare Earth Inc (USAR) in Q1 2026, closing a stake of 37,200 shares — an estimated $845K sold.

Kercheville Advisors first reported a position in USAR in Q3 2025 and held it in 2 quarters. The position peaked at $845K in Q4 2025. 314 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Kercheville Advisors reported no remaining USA Rare Earth Inc position as of Q1 2026 after selling out during the quarter.
  • Kercheville Advisors sold 37,200 USA Rare Earth Inc shares in Q1 2026, an estimated $845K.
  • Kercheville Advisors first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 2 quarters.
  • Kercheville Advisors's USA Rare Earth Inc position peaked at $845K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.