CAI
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Capital Advisors Inc’s MP Materials MP Stock Holding History

Capital Advisors Inc’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 		$345K Sell
6,154
-980
-14% -$59.6K 0.01% 288
2026
Q1 		$344K Buy
7,134
+1,710
+32% +$102K 0.01% 276
2025
Q4 		$274K Buy
5,424
+811
+18% +$51.4K ﹤0.01% 277
2025
Q3 		$309K Buy
+4,613
New +$290K 0.01% 251

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

Capital Advisors Inc's MP Position: Q2 2026 in Review

Capital Advisors Inc reduced its MP Materials (MP) stake by 14% in Q2 2026, selling an estimated $59.6K and leaving 6,154 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #288.

Capital Advisors Inc first reported a position in MP in Q3 2025 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Capital Advisors Inc held 6,154 shares of MP Materials worth $345K as of Q2 2026.
  • Capital Advisors Inc sold 980 MP Materials shares in Q2 2026, an estimated $59.6K.
  • MP Materials made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #288 holding.
  • Capital Advisors Inc first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • 752 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.