Bourgeon Capital Management’s MP Materials MP Stock Holding History

Bourgeon Capital 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	$2.4M	Buy	42,800 +29,500	+222%	+$1.8M	0.35%	50
2026 Q1	$642K	Buy	+13,300	New	+$795K	0.11%	68
2024 Q1	–	Sell	-9,762	Closed	-$194K	–	266
2023 Q4	$194K	Hold	9,762	–	–	0.04%	101
2023 Q3	$186K	Sell	9,762 -8,850	-48%	-$196K	0.04%	96
2023 Q2	$426K	Buy	18,612 +18,000	+2,941%	+$413K	0.1%	77
2023 Q1	$17.3K	Sell	612 -51,650	-99%	-$1.56M	﹤0.01%	201
2022 Q4	$1.27M	Buy	52,262 +52,250	+435,417%	+$1.58M	0.31%	53
2022 Q3	$0	Hold	12	–	–	﹤0.01%	417
2022 Q2	$0	Hold	12	–	–	﹤0.01%	299
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	275
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	258
2021 Q3	$0	Hold	12	–	–	﹤0.01%	291
2021 Q2	$0	Hold	12	–	–	﹤0.01%	288
2021 Q1	$0	Buy	+12	New	+$444	﹤0.01%	299

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

Bourgeon Capital Management's MP Position: Q2 2026 in Review

Bourgeon Capital Management increased its MP Materials (MP) stake by 222% in Q2 2026, buying an estimated $1.8M and bringing the position to 42,800 shares worth $2.4M. The position accounts for 0.35% of the portfolio, ranked #50.

Bourgeon Capital Management first reported a position in MP in Q1 2021 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Bourgeon Capital Management held 42,800 shares of MP Materials worth $2.4M as of Q2 2026.
Bourgeon Capital Management bought 29,500 MP Materials shares in Q2 2026, an estimated $1.8M.
MP Materials made up 0.35% of Bourgeon Capital Management's portfolio in Q2 2026, its #50 holding.
Bourgeon Capital Management first reported a position in MP Materials in Q1 2021 and has held it in 14 quarters since.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.