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Capital Advisors Ltd’s MP Materials MP Stock Holding History

Capital Advisors Ltd’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 		$23K Hold
413
– – ﹤0.01% 660
2026
Q1 		$20K Sell
413
-421
-50% -$25.2K ﹤0.01% 670
2025
Q4 		$42K Hold
834
– – ﹤0.01% 521
2025
Q3 		$56K Buy
834
+424
+103% +$26.7K 0.01% 452
2025
Q2 		$14K Buy
410
+118
+40% +$3.01K ﹤0.01% 709
2025
Q1 		$7K Buy
+292
New +$6.79K ﹤0.01% 857
2024
Q2 		– Sell
-252
Closed -$4K – 1550
2024
Q1 		$4K Buy
252
+84
+50% +$1.33K ﹤0.01% 921
2023
Q4 		$3K Buy
168
+151
+888% +$2.58K ﹤0.01% 949
2023
Q3 		$0 Buy
17
+12
+240% +$266 ﹤0.01% 1401
2023
Q2 		$0 Buy
+5
New +$115 ﹤0.01% 1450
2022
Q4 		– Sell
-14
Closed – – 1476
2022
Q3 		$0 Buy
+14
New +$458 ﹤0.01% 1405

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 Ltd's MP Position: Q2 2026 in Review

Capital Advisors Ltd held its MP Materials (MP) position steady in Q2 2026 at 413 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Capital Advisors Ltd first reported a position in MP in Q3 2022 and has held it in 11 quarters since. The position peaked at $56K in Q3 2025. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Capital Advisors Ltd held 413 shares of MP Materials worth $23K as of Q2 2026.
  • Capital Advisors Ltd left its MP Materials share count unchanged in Q2 2026.
  • MP Materials made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #660 holding.
  • Capital Advisors Ltd first reported a position in MP Materials in Q3 2022 and has held it in 11 quarters since.
  • Capital Advisors Ltd's MP Materials position peaked at $56K in Q3 2025.
  • 751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.