Costello Asset Management
MP icon

Costello Asset Management’s MP Materials MP Stock Holding History

Costello Asset Management’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 		$61.5K Hold
1,300
– – 0.02% 213
2026
Q2 		$72.8K Hold
1,300
– – 0.02% 200
2026
Q1 		$62.7K Hold
1,300
– – 0.02% 207
2025
Q4 		$65.7K Buy
1,300
+170
+15% +$10.8K 0.02% 190
2025
Q3 		$75.8K Buy
1,130
+930
+465% +$58.5K 0.03% 184
2025
Q2 		$6.65K Buy
+200
New +$5.1K ﹤0.01% 517

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Dimensional Fund Advisors
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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
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Costello Asset Management's MP Position: Q3 2026 in Review

Costello Asset Management held its MP Materials (MP) position steady in Q3 2026 at 1,300 shares worth $61.5K. The position accounts for 0.02% of the portfolio, ranked #213.

Costello Asset Management first reported a position in MP in Q2 2025 and has held it in 6 quarters since. The position peaked at $75.8K in Q3 2025. 417 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Costello Asset Management held 1,300 shares of MP Materials worth $61.5K as of Q3 2026.
  • Costello Asset Management left its MP Materials share count unchanged in Q3 2026.
  • MP Materials made up 0.02% of Costello Asset Management's portfolio in Q3 2026, its #213 holding.
  • Costello Asset Management first reported a position in MP Materials in Q2 2025 and has held it in 6 quarters since.
  • Costello Asset Management's MP Materials position peaked at $75.8K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.