Clearstead Advisors’s MP Materials MP Stock Holding History

Clearstead 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	$387K	Buy	+7,921	New	+$474K	﹤0.01%	777
2025 Q4	–	Hold	0	–	–	–	2015
2025 Q3	–	Sell	-11,756	Closed	-$740K	–	564
2025 Q2	$398K	Buy	+11,756	New	+$300K	0.01%	668

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

Clearstead Advisors's MP Position: Q1 2026 in Review

Clearstead Advisors sold out of MP Materials (MP) in Q1 2026, closing a stake of 8,351 shares — an estimated $499K sold.

Clearstead Advisors first reported a position in MP in Q4 2020 and held it in 19 quarters. The position peaked at $422K in Q4 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Clearstead Advisors reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 8,351 MP Materials shares in Q1 2026, an estimated $499K.
Clearstead Advisors first reported a position in MP Materials in Q4 2020 and held it in 19 quarters.
Clearstead Advisors's MP Materials position peaked at $422K in Q4 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.