MA
USAR

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

Mutual 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
-41,477
Closed -$494K – 1408
2025
Q4 		$494K Sell
41,477
-4,141
-9% -$78.9K 0.01% 884
2025
Q3 		$1.1M Buy
+45,618
New +$652K 0.02% 540

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 $237M 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

Mutual Advisors's USAR Position: Q1 2026 in Review

Mutual Advisors sold out of USA Rare Earth Inc (USAR) in Q1 2026, closing a stake of 41,477 shares — an estimated $494K sold.

Mutual Advisors first reported a position in USAR in Q3 2025 and held it in 2 quarters. The position peaked at $1.1M in Q3 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Mutual Advisors reported no remaining USA Rare Earth Inc position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 41,477 USA Rare Earth Inc shares in Q1 2026, an estimated $494K.
  • Mutual Advisors first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 2 quarters.
  • Mutual Advisors's USA Rare Earth Inc position peaked at $1.1M in Q3 2025.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.