TOTUOP
USAR

Trustees of The University of Pennsylvania’s USA Rare Earth Inc USAR Stock Holding History

Trustees of The University of Pennsylvania’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 		$10.6M Sell
493,094
-4,361,876
-90% -$99.4M 10.21% 2
2026
Q1 		$73.5M Buy
+4,854,970
New +$94.2M 24.75% 2

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

Trustees of The University of Pennsylvania's USAR Position: Q2 2026 in Review

Trustees of The University of Pennsylvania reduced its USA Rare Earth Inc (USAR) stake by 90% in Q2 2026, selling an estimated $99.4M and leaving 493,094 shares worth $10.6M. The position accounts for 10.21% of the portfolio, ranked #2.

Trustees of The University of Pennsylvania first reported a position in USAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $73.5M in Q1 2026. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Trustees of The University of Pennsylvania held 493,094 shares of USA Rare Earth Inc worth $10.6M as of Q2 2026.
  • Trustees of The University of Pennsylvania sold 4,361,876 USA Rare Earth Inc shares in Q2 2026, an estimated $99.4M.
  • USA Rare Earth Inc made up 10.21% of Trustees of The University of Pennsylvania's portfolio in Q2 2026, its #2 holding.
  • Trustees of The University of Pennsylvania first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 2 quarters since.
  • Trustees of The University of Pennsylvania's USA Rare Earth Inc position peaked at $73.5M in Q1 2026.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Trustees of The University of Pennsylvania's 13F filing for Q2 2026, filed 10 Aug 2026.