Baillie Gifford & Co
MP icon

Baillie Gifford & Co’s MP Materials MP Stock Holding History

Baillie Gifford & Co’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 		$20M Sell
357,468
-96,403
-21% -$5.87M 0.02% 181
2026
Q1 		$21.9M Sell
453,871
-263,421
-37% -$15.8M 0.02% 177
2025
Q4 		$36.2M Sell
717,292
-237,312
-25% -$15M 0.03% 163
2025
Q3 		$64M Sell
954,604
-363,370
-28% -$22.9M 0.05% 144
2025
Q2 		$43.8M Buy
1,317,974
+13,118
+1% +$335K 0.03% 155
2025
Q1 		$31.9M Sell
1,304,856
-177,617
-12% -$4.13M 0.03% 159
2024
Q4 		$23.1M Sell
1,482,473
-1,276,108
-46% -$23.7M 0.02% 179
2024
Q3 		$48.7M Sell
2,758,581
-61,162
-2% -$831K 0.04% 143
2024
Q2 		$35.9M Buy
2,819,743
+76,288
+3% +$1.2M 0.03% 155
2024
Q1 		$39.2M Sell
2,743,455
-216,546
-7% -$3.43M 0.03% 159
2023
Q4 		$58.8M Buy
2,960,001
+614,088
+26% +$10.5M 0.05% 144
2023
Q3 		$44.8M Buy
2,345,913
+459,300
+24% +$10.2M 0.04% 149
2023
Q2 		$43.2M Buy
1,886,613
+416,037
+28% +$9.54M 0.04% 160
2023
Q1 		$41.5M Sell
1,470,576
-114,096
-7% -$3.45M 0.04% 156
2022
Q4 		$38.5M Sell
1,584,672
-344,268
-18% -$10.4M 0.04% 155
2022
Q3 		$52.7M Sell
1,928,940
-74,690
-4% -$2.44M 0.05% 144
2022
Q2 		$64.3M Sell
2,003,630
-17,270
-0.9% -$697K 0.07% 142
2022
Q1 		$116M Hold
2,020,900
– – 0.08% 131
2021
Q4 		$91.8M Buy
+2,020,900
New +$79.7M 0.05% 147

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co's MP Position: Q2 2026 in Review

Baillie Gifford & Co reduced its MP Materials (MP) stake by 21% in Q2 2026, selling an estimated $5.87M and leaving 357,468 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #181.

Baillie Gifford & Co first reported a position in MP in Q4 2021 and has held it in 19 quarters since. The position peaked at $116M in Q1 2022. 755 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Baillie Gifford & Co held 357,468 shares of MP Materials worth $20M as of Q2 2026.
  • Baillie Gifford & Co sold 96,403 MP Materials shares in Q2 2026, an estimated $5.87M.
  • MP Materials made up 0.02% of Baillie Gifford & Co's portfolio in Q2 2026, its #181 holding.
  • Baillie Gifford & Co first reported a position in MP Materials in Q4 2021 and has held it in 19 quarters since.
  • Baillie Gifford & Co's MP Materials position peaked at $116M in Q1 2022.
  • 755 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.