Morgan Stanley
USAR

Morgan Stanley’s USA Rare Earth Inc USAR Stock Holding History

Morgan Stanley’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 		$27.8M Buy
1,289,496
+64,737
+5% +$1.48M ﹤0.01% 2783
2026
Q1 		$18.5M Sell
1,224,759
-28,820
-2% -$559K ﹤0.01% 3024
2025
Q4 		$14.9M Buy
1,253,579
+869,789
+227% +$16.6M ﹤0.01% 3209
2025
Q3 		$6.6M Buy
383,790
+320,963
+511% +$4.59M ﹤0.01% 3919
2025
Q2 		$688K Buy
62,827
+56,022
+823% +$594K ﹤0.01% 5301
2025
Q1 		$40.4K Sell
6,805
-2,593
-28% -$30.4K ﹤0.01% 6343
2024
Q4 		$108K Hold
9,398
– – ﹤0.01% 6028
2024
Q3 		$101K Buy
+9,398
New +$100K ﹤0.01% 6006
2024
Q1 		– Sell
-4,118
Closed -$42.5K – 7999
2023
Q4 		$42.5K Buy
4,118
+2,059
+100% +$21.1K ﹤0.01% 6429
2023
Q3 		$21K Buy
+2,059
New +$20.9K ﹤0.01% 6466

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

Morgan Stanley's USAR Position: Q2 2026 in Review

Morgan Stanley increased its USA Rare Earth Inc (USAR) stake by 5.3% in Q2 2026, buying an estimated $1.48M and bringing the position to 1,289,496 shares worth $27.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Morgan Stanley first reported a position in USAR in Q3 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Morgan Stanley held 1,289,496 shares of USA Rare Earth Inc worth $27.8M as of Q2 2026.
  • Morgan Stanley bought 64,737 USA Rare Earth Inc shares in Q2 2026, an estimated $1.48M.
  • USA Rare Earth Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2783 holding.
  • Morgan Stanley first reported a position in USA Rare Earth Inc in Q3 2023 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.