First Manhattan’s MP Materials MP Stock Holding History

First Manhattan’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	$226K	Buy	+4,038	New	+$246K	﹤0.01%	699
2026 Q1	–	Sell	-4,038	Closed	-$204K	–	774
2025 Q4	$204K	Buy	4,038 +73	+2%	+$4.63K	﹤0.01%	701
2025 Q3	$266K	Buy	+3,965	New	+$249K	﹤0.01%	639
2023 Q4	–	Sell	-2,500	Closed	-$47.8K	–	1520
2023 Q3	$47.8K	Hold	2,500	–	–	﹤0.01%	874
2023 Q2	$57.2K	Hold	2,500	–	–	﹤0.01%	859
2023 Q1	$70.5K	Hold	2,500	–	–	﹤0.01%	861
2022 Q4	$60.7K	Buy	2,500 +1,000	+67%	+$30.3K	﹤0.01%	913
2022 Q3	$40K	Sell	1,500 -2,000	-57%	-$65.4K	﹤0.01%	966
2022 Q2	$112K	Hold	3,500	–	–	﹤0.01%	820
2022 Q1	$200K	Buy	3,500 +2,000	+133%	+$88K	﹤0.01%	756
2021 Q4	$68K	Buy	+1,500	New	+$59.1K	﹤0.01%	934

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

First Manhattan's MP Position: Q2 2026 in Review

First Manhattan opened a new position in MP Materials (MP) in Q2 2026: 4,038 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: First Manhattan previously reported a position in MP as recently as Q4 2025.

First Manhattan first reported a position in MP in Q4 2021 and has held it in 11 quarters since. The position peaked at $266K in Q3 2025. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

First Manhattan held 4,038 shares of MP Materials worth $226K as of Q2 2026.
MP Materials was a new First Manhattan position in Q2 2026.
MP Materials made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #699 holding.
First Manhattan first reported a position in MP Materials in Q4 2021 and has held it in 11 quarters since.
First Manhattan's MP Materials position peaked at $266K in Q3 2025.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.