Compass Financial Services’s MP Materials MP Stock Holding History

Compass Financial Services’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	–	Sell	-278	Closed	-$14K	–	180
2025 Q4	$14K	Buy	278 +35	+14%	+$2.22K	0.01%	173
2025 Q3	$16.3K	Buy	+243	New	+$15.3K	0.01%	174

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

Compass Financial Services's MP Position: Q1 2026 in Review

Compass Financial Services sold out of MP Materials (MP) in Q1 2026, closing a stake of 278 shares — an estimated $14K sold.

Compass Financial Services first reported a position in MP in Q3 2025 and held it in 2 quarters. The position peaked at $16.3K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Compass Financial Services reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 278 MP Materials shares in Q1 2026, an estimated $14K.
Compass Financial Services first reported a position in MP Materials in Q3 2025 and held it in 2 quarters.
Compass Financial Services's MP Materials position peaked at $16.3K in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.