Advisors Asset Management’s MP Materials MP Stock Holding History

Advisors Asset Management’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$914K	Buy	16,315 +12,170	+294%	+$741K	0.01%	819
2026 Q1	$200K	Buy	4,145 +2,237	+117%	+$134K	﹤0.01%	1145
2025 Q4	$96.4K	Buy	+1,908	New	+$121K	﹤0.01%	1231
2025 Q2	–	Sell	-28,576	Closed	-$698K	–	1525
2025 Q1	$698K	Sell	28,576 -10,906	-28%	-$253K	0.01%	856
2024 Q4	$616K	Sell	39,482 -31,197	-44%	-$578K	0.01%	882
2024 Q3	$1.25M	Sell	70,679 -7,822	-10%	-$106K	0.02%	686
2024 Q2	$999K	Sell	78,501 -10,363	-12%	-$163K	0.02%	730
2024 Q1	$1.27M	Sell	88,864 -1,173	-1%	-$18.6K	0.02%	681
2023 Q4	$1.79M	Buy	90,037 +4,628	+5%	+$79K	0.04%	566
2023 Q3	$1.63M	Buy	85,409 +7,757	+10%	+$172K	0.03%	568
2023 Q2	$1.78M	Buy	77,652 +27,187	+54%	+$623K	0.04%	554
2023 Q1	$1.42M	Buy	50,465 +5,685	+13%	+$172K	0.03%	625
2022 Q4	$1.09M	Buy	44,780 +26,201	+141%	+$794K	0.02%	719
2022 Q3	$507K	Buy	18,579 +2,483	+15%	+$81.2K	0.01%	922
2022 Q2	$516K	Buy	16,096 +7,949	+98%	+$321K	0.01%	933
2022 Q1	$467K	Buy	8,147 +5,308	+187%	+$234K	0.01%	1032
2021 Q4	$129K	Buy	+2,839	New	+$112K	﹤0.01%	1336

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisors Asset Management's MP Position: Q2 2026 in Review

Advisors Asset Management increased its MP Materials (MP) stake by 294% in Q2 2026, buying an estimated $741K and bringing the position to 16,315 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #819.

Advisors Asset Management first reported a position in MP in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.79M in Q4 2023. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Advisors Asset Management held 16,315 shares of MP Materials worth $914K as of Q2 2026.
Advisors Asset Management bought 12,170 MP Materials shares in Q2 2026, an estimated $741K.
MP Materials made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #819 holding.
Advisors Asset Management first reported a position in MP Materials in Q4 2021 and has held it in 17 quarters since.
Advisors Asset Management's MP Materials position peaked at $1.79M in Q4 2023.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.