CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s MP Materials MP Stock Holding History

CAPTRUST Financial Advisors’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 		$936K Buy
19,427
+3,199
+20% +$191K ﹤0.01% 1655
2025
Q4 		$820K Buy
16,228
+3,270
+25% +$207K ﹤0.01% 1615
2025
Q3 		$869K Buy
12,958
+3,683
+40% +$232K ﹤0.01% 1513
2025
Q2 		$309K Buy
+9,275
New +$237K ﹤0.01% 2036
2024
Q4 		– Sell
-11,734
Closed -$207K – 2360
2024
Q3 		$207K Buy
11,734
+557
+5% +$7.57K ﹤0.01% 2112
2024
Q2 		$142K Sell
11,177
-583
-5% -$9.15K ﹤0.01% 2087
2024
Q1 		$168K Sell
11,760
-7,737
-40% -$122K ﹤0.01% 2015
2023
Q4 		$387K Buy
19,497
+3,327
+21% +$56.8K ﹤0.01% 1936
2023
Q3 		$309K Buy
16,170
+949
+6% +$21.1K ﹤0.01% 1975
2023
Q2 		$348K Buy
15,221
+772
+5% +$17.7K ﹤0.01% 1869
2023
Q1 		$407K Sell
14,449
-9,720
-40% -$294K ﹤0.01% 1520
2022
Q4 		$587K Buy
24,169
+177
+0.7% +$5.36K ﹤0.01% 1255
2022
Q3 		$655K Buy
23,992
+1,038
+5% +$33.9K ﹤0.01% 1118
2022
Q2 		$736K Buy
22,954
+16,104
+235% +$650K ﹤0.01% 978
2022
Q1 		$393K Buy
6,850
+5,540
+423% +$244K ﹤0.01% 1280
2021
Q4 		$60K Sell
1,310
-1,209
-48% -$47.7K ﹤0.01% 2539
2021
Q3 		$81K Hold
2,519
– – ﹤0.01% 2240
2021
Q2 		$93K Buy
2,519
+610
+32% +$19K ﹤0.01% 2089
2021
Q1 		$69K Buy
+1,909
New +$70.6K ﹤0.01% 2214

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CAPTRUST Financial Advisors's MP Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its MP Materials (MP) stake by 20% in Q1 2026, buying an estimated $191K and bringing the position to 19,427 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

CAPTRUST Financial Advisors first reported a position in MP in Q1 2021 and has held it in 19 quarters since. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • CAPTRUST Financial Advisors held 19,427 shares of MP Materials worth $936K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,199 MP Materials shares in Q1 2026, an estimated $191K.
  • MP Materials made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1655 holding.
  • CAPTRUST Financial Advisors first reported a position in MP Materials in Q1 2021 and has held it in 19 quarters since.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.