ORI
USAR

Oak Ridge Investments’s USA Rare Earth Inc USAR Stock Holding History

Oak Ridge Investments’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 		$1.09M Buy
+50,627
New +$1.15M 0.06% 123

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Oak Ridge Investments's USAR Position: Q2 2026 in Review

Oak Ridge Investments opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 50,627 shares worth $1.09M. The stake represents 0.06% of the portfolio and ranks #123 among its holdings.

69 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Oak Ridge Investments held 50,627 shares of USA Rare Earth Inc worth $1.09M as of Q2 2026.
  • USA Rare Earth Inc was a new Oak Ridge Investments position in Q2 2026.
  • USA Rare Earth Inc made up 0.06% of Oak Ridge Investments's portfolio in Q2 2026, its #123 holding.
  • 69 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.