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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
Q2 		– Sell
-100
Closed -$4.83K – 2171
2026
Q1 		$4.83K Buy
+100
New +$5.98K ﹤0.01% 1927

Other funds holding MP

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Concurrent Investment Advisors's MP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its MP Materials (MP) stake by 3.6% in Q2 2026, buying an estimated $172K and bringing the position to 80,211 shares worth $4.49M. The position accounts for 0.04% of the portfolio, ranked #462.

Concurrent Investment Advisors first reported a position in MP in Q3 2025 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Concurrent Investment Advisors held 80,211 shares of MP Materials worth $4.49M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,823 MP Materials shares in Q2 2026, an estimated $172K.
  • MP Materials made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #462 holding.
  • Concurrent Investment Advisors first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.