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ARS Investment Partners’s MP Materials MP Stock Holding History

ARS Investment Partners’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 		$16.5M Buy
295,089
+275,109
+1,377% +$16.7M 0.72% 35
2026
Q1 		$964K Hold
19,980
– – 0.05% 96
2025
Q4 		$1.01M Buy
19,980
+200
+1% +$12.7K 0.06% 97
2025
Q3 		$1.33M Sell
19,780
-45,252
-70% -$2.85M 0.09% 87
2025
Q2 		$2.16M Sell
65,032
-896,101
-93% -$22.9M 0.16% 67
2025
Q1 		$15M Sell
961,133
-240
-0% -$5.58K 1.36% 26
2024
Q4 		$15M Sell
961,373
-247,188
-20% -$4.58M 1.35% 26
2024
Q3 		$21.3M Buy
1,208,561
+15,700
+1% +$213K 1.91% 18
2024
Q2 		$15.2M Buy
1,192,861
+119,933
+11% +$1.88M 1.45% 24
2024
Q1 		$15.3M Buy
1,072,928
+3,565
+0.3% +$56.4K 1.53% 23
2023
Q4 		$21.2M Buy
1,069,363
+123,810
+13% +$2.11M 2.35% 13
2023
Q3 		$18.1M Buy
945,553
+21,414
+2% +$475K 2.24% 15
2023
Q2 		$21.1M Sell
924,139
-12,050
-1% -$276K 2.47% 11
2023
Q1 		$26.4M Buy
936,189
+83,613
+10% +$2.53M 3.17% 7
2022
Q4 		$20.7M Buy
852,576
+36,245
+4% +$1.1M 2.75% 10
2022
Q3 		$22.3M Buy
816,331
+23,339
+3% +$763K 3.06% 10
2022
Q2 		$25.4M Buy
792,992
+76,202
+11% +$3.08M 3.48% 6
2022
Q1 		$41.1M Sell
716,790
-103,071
-13% -$4.54M 3.96% 5
2021
Q4 		$37.2M Sell
819,861
-56,105
-6% -$2.21M 3.42% 7
2021
Q3 		$28.2M Buy
875,966
+92,785
+12% +$3.23M 2.83% 9
2021
Q2 		$28.9M Buy
783,181
+262,686
+50% +$8.16M 2.94% 9
2021
Q1 		$18.7M Buy
520,495
+339,781
+188% +$12.6M 2.17% 14
2020
Q4 		$5.81M Buy
180,714
+170,469
+1,664% +$3.3M 0.72% 40
2020
Q3 		$139K Buy
+10,245
New +$129K 0.02% 106

Other funds holding MP

CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

ARS Investment Partners's MP Position: Q2 2026 in Review

ARS Investment Partners increased its MP Materials (MP) stake by 1,377% in Q2 2026, buying an estimated $16.7M and bringing the position to 295,089 shares worth $16.5M. The position accounts for 0.72% of the portfolio, ranked #35.

ARS Investment Partners first reported a position in MP in Q3 2020 and has held it in 24 quarters since. The position peaked at $41.1M in Q1 2022. 158 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • ARS Investment Partners held 295,089 shares of MP Materials worth $16.5M as of Q2 2026.
  • ARS Investment Partners bought 275,109 MP Materials shares in Q2 2026, an estimated $16.7M.
  • MP Materials made up 0.72% of ARS Investment Partners's portfolio in Q2 2026, its #35 holding.
  • ARS Investment Partners first reported a position in MP Materials in Q3 2020 and has held it in 24 quarters since.
  • ARS Investment Partners's MP Materials position peaked at $41.1M in Q1 2022.
  • 158 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.