Avalon Trust’s MP Materials MP Stock Holding History

Avalon Trust’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 Q1	$14.5K	Hold	300	–	–	﹤0.01%	383
2025 Q4	$15.2K	Buy	+300	New	+$19K	﹤0.01%	364

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avalon Trust's MP Position: Q1 2026 in Review

Avalon Trust held its MP Materials (MP) position steady in Q1 2026 at 300 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Avalon Trust first reported a position in MP in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.2K in Q4 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Avalon Trust held 300 shares of MP Materials worth $14.5K as of Q1 2026.
Avalon Trust left its MP Materials share count unchanged in Q1 2026.
MP Materials made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #383 holding.
Avalon Trust first reported a position in MP Materials in Q4 2025 and has held it in 2 quarters since.
Avalon Trust's MP Materials position peaked at $15.2K in Q4 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.