Covea Finance’s MP Materials MP Stock Holding History

Covea Finance’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	$13.5M	Buy	241,300 +144,000	+148%	+$8.76M	0.43%	67
2026 Q1	$4.7M	Buy	97,300 +14,600	+18%	+$873K	0.16%	110
2025 Q4	$4.18M	Buy	+82,700	New	+$5.24M	0.14%	110

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Covea Finance's MP Position: Q2 2026 in Review

Covea Finance increased its MP Materials (MP) stake by 148% in Q2 2026, buying an estimated $8.76M and bringing the position to 241,300 shares worth $13.5M. The position accounts for 0.43% of the portfolio, ranked #67.

Covea Finance first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Covea Finance held 241,300 shares of MP Materials worth $13.5M as of Q2 2026.
Covea Finance bought 144,000 MP Materials shares in Q2 2026, an estimated $8.76M.
MP Materials made up 0.43% of Covea Finance's portfolio in Q2 2026, its #67 holding.
Covea Finance first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Covea Finance's 13F filing for Q2 2026, filed 13 Jul 2026.