MG
USAR

Michael Gelband’s USA Rare Earth Inc USAR Stock Holding History

Michael Gelband’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 		– Sell
-250,300
Closed -$3.79M – 2198
2026
Q1 		$3.79M Buy
250,300
+50,300
+25% +$976K 0.03% 527
2025
Q4 		$2.37M Buy
+200,000
New +$3.81M 0.02% 716

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

Michael Gelband's USAR Position: Q2 2026 in Review

Michael Gelband reduced its USA Rare Earth Inc (USAR) stake by 87% in Q2 2026, selling an estimated $1.84M and leaving 11,749 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Michael Gelband first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q4 2025. 387 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Michael Gelband held 11,749 shares of USA Rare Earth Inc worth $254K as of Q2 2026.
  • Michael Gelband sold 80,719 USA Rare Earth Inc shares in Q2 2026, an estimated $1.84M.
  • USA Rare Earth Inc made up ﹤0.01% of Michael Gelband's portfolio in Q2 2026, its #1396 holding.
  • Michael Gelband first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • Michael Gelband's USA Rare Earth Inc position peaked at $2.38M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.