LWMI
USAR

Legacy Wealth Management (Idaho)’s USA Rare Earth Inc USAR Stock Holding History

Legacy Wealth Management (Idaho)’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
-210
Closed -$2.5K – 1077
2025
Q4 		$2.5K Hold
210
– – ﹤0.01% 637
2025
Q3 		$3.61K Buy
+210
New +$3K ﹤0.01% 474

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 $214M 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

Legacy Wealth Management (Idaho)'s USAR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of USA Rare Earth Inc (USAR) in Q1 2026, closing a stake of 210 shares — an estimated $2.5K sold.

Legacy Wealth Management (Idaho) first reported a position in USAR in Q3 2025 and held it in 2 quarters. The position peaked at $3.61K in Q3 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining USA Rare Earth Inc position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 210 USA Rare Earth Inc shares in Q1 2026, an estimated $2.5K.
  • Legacy Wealth Management (Idaho) first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s USA Rare Earth Inc position peaked at $3.61K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.