WAS
USAR

Winch Advisory Services’s USA Rare Earth Inc USAR Stock Holding History

Winch Advisory Services’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 		$13.8K Hold
640
– – ﹤0.01% 298
2026
Q1 		$9.69K Hold
640
– – ﹤0.01% 323
2025
Q4 		$7.62K Buy
640
+330
+106% +$6.29K ﹤0.01% 334
2025
Q3 		$5.33K Buy
+310
New +$4.43K ﹤0.01% 356

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

Winch Advisory Services's USAR Position: Q2 2026 in Review

Winch Advisory Services held its USA Rare Earth Inc (USAR) position steady in Q2 2026 at 640 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Winch Advisory Services first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Winch Advisory Services held 640 shares of USA Rare Earth Inc worth $13.8K as of Q2 2026.
  • Winch Advisory Services left its USA Rare Earth Inc share count unchanged in Q2 2026.
  • USA Rare Earth Inc made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #298 holding.
  • Winch Advisory Services first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.