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
Q2 		$1.37M Buy
24,382
+4,955
+26% +$302K ﹤0.01% 1562
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 $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

CAPTRUST Financial Advisors's MP Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its MP Materials (MP) stake by 26% in Q2 2026, buying an estimated $302K and bringing the position to 24,382 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

CAPTRUST Financial Advisors first reported a position in MP in Q1 2021 and has held it in 20 quarters since. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • CAPTRUST Financial Advisors held 24,382 shares of MP Materials worth $1.37M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,955 MP Materials shares in Q2 2026, an estimated $302K.
  • MP Materials made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1562 holding.
  • CAPTRUST Financial Advisors first reported a position in MP Materials in Q1 2021 and has held it in 20 quarters since.
  • 757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.