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 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 $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

Bourgeon Capital Management's MP Position: Q1 2026 in Review

Bourgeon Capital Management opened a new position in MP Materials (MP) in Q1 2026: 13,300 shares worth $642K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: Bourgeon Capital Management previously reported a position in MP as recently as Q4 2023.

Bourgeon Capital Management first reported a position in MP in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.27M in Q4 2022. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Bourgeon Capital Management held 13,300 shares of MP Materials worth $642K as of Q1 2026.
MP Materials was a new Bourgeon Capital Management position in Q1 2026.
MP Materials made up 0.11% of Bourgeon Capital Management's portfolio in Q1 2026, its #68 holding.
Bourgeon Capital Management first reported a position in MP Materials in Q1 2021 and has held it in 13 quarters since.
Bourgeon Capital Management's MP Materials position peaked at $1.27M in Q4 2022.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.