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 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 $3.33B AUM 65.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Manhattan's MP Position: Q1 2026 in Review

First Manhattan sold out of MP Materials (MP) in Q1 2026, closing a stake of 4,038 shares — an estimated $204K sold.

First Manhattan first reported a position in MP in Q4 2021 and held it in 10 quarters. The position peaked at $266K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

First Manhattan reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
First Manhattan sold 4,038 MP Materials shares in Q1 2026, an estimated $204K.
First Manhattan first reported a position in MP Materials in Q4 2021 and held it in 10 quarters.
First Manhattan's MP Materials position peaked at $266K in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.