PS
USAR

Planning Strategies’s USA Rare Earth Inc USAR Stock Holding History

Planning Strategies’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 		$117K Buy
+5,400
New +$123K 0.07% 94

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
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Planning Strategies's USAR Position: Q2 2026 in Review

Planning Strategies opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 5,400 shares worth $117K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings.

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

  • Planning Strategies held 5,400 shares of USA Rare Earth Inc worth $117K as of Q2 2026.
  • USA Rare Earth Inc was a new Planning Strategies position in Q2 2026.
  • USA Rare Earth Inc made up 0.07% of Planning Strategies's portfolio in Q2 2026, its #94 holding.
  • 369 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.