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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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.

396 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.
  • 396 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.