FCM
MP icon

FirstWave Capital Management’s MP Materials MP Stock Holding History

FirstWave Capital 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
Q2 		$3.44M Buy
61,473
+11,820
+24% +$719K 1.52% 18
2026
Q1 		$2.4M Sell
49,653
-8,723
-15% -$522K 2.55% 14
2025
Q4 		$2.95M Buy
+58,376
New +$3.7M 1.75% 19

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FirstWave Capital Management's MP Position: Q2 2026 in Review

FirstWave Capital Management increased its MP Materials (MP) stake by 24% in Q2 2026, buying an estimated $719K and bringing the position to 61,473 shares worth $3.44M. The position accounts for 1.52% of the portfolio, ranked #18.

FirstWave Capital Management first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • FirstWave Capital Management held 61,473 shares of MP Materials worth $3.44M as of Q2 2026.
  • FirstWave Capital Management bought 11,820 MP Materials shares in Q2 2026, an estimated $719K.
  • MP Materials made up 1.52% of FirstWave Capital Management's portfolio in Q2 2026, its #18 holding.
  • FirstWave Capital Management first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on FirstWave Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.