WHRC
USAR

W.H. Reaves & Co’s USA Rare Earth Inc USAR Stock Holding History

W.H. Reaves & Co’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 		$43.2M Sell
2,000,000
-320,000
-14% -$7.3M 0.65% 37
2026
Q1 		$35.1M Buy
+2,320,000
New +$45M 0.58% 39

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

W.H. Reaves & Co's USAR Position: Q2 2026 in Review

W.H. Reaves & Co reduced its USA Rare Earth Inc (USAR) stake by 14% in Q2 2026, selling an estimated $7.3M and leaving 2,000,000 shares worth $43.2M. The position accounts for 0.65% of the portfolio, ranked #37.

W.H. Reaves & Co first reported a position in USAR in Q1 2026 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • W.H. Reaves & Co held 2,000,000 shares of USA Rare Earth Inc worth $43.2M as of Q2 2026.
  • W.H. Reaves & Co sold 320,000 USA Rare Earth Inc shares in Q2 2026, an estimated $7.3M.
  • USA Rare Earth Inc made up 0.65% of W.H. Reaves & Co's portfolio in Q2 2026, its #37 holding.
  • W.H. Reaves & Co first reported a position in USA Rare Earth Inc in Q1 2026 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.