Concurrent Investment Advisors
MP icon

Concurrent Investment Advisors’s MP Materials MP Stock Holding History

Concurrent Investment 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
Q3 		$1.71M Sell
36,164
-44,047
-55% -$2.24M 0.01% 898
2026
Q2 		$4.49M Buy
80,211
+2,823
+4% +$172K 0.04% 462
2026
Q1 		$3.73M Sell
77,388
-6,028
-7% -$361K 0.04% 427
2025
Q4 		$4.21M Buy
83,416
+75,210
+917% +$4.77M 0.05% 366
2025
Q3 		$550K Buy
+8,206
New +$516K 0.01% 871

Other funds holding MP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return

Concurrent Investment Advisors's MP Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its MP Materials (MP) stake by 55% in Q3 2026, selling an estimated $2.24M and leaving 36,164 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #898.

Concurrent Investment Advisors first reported a position in MP in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.49M in Q2 2026. 399 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Concurrent Investment Advisors held 36,164 shares of MP Materials worth $1.71M as of Q3 2026.
  • Concurrent Investment Advisors sold 44,047 MP Materials shares in Q3 2026, an estimated $2.24M.
  • MP Materials made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #898 holding.
  • Concurrent Investment Advisors first reported a position in MP Materials in Q3 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's MP Materials position peaked at $4.49M in Q2 2026.
  • 399 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.