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Fortis Group Advisors’s MP Materials MP Stock Holding History

Fortis Group Advisors’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 		$338K Sell
6,040
-76
-1% -$4.63K 0.05% 207
2026
Q1 		$404K Buy
6,116
+159
+3% +$9.51K 0.07% 199
2025
Q4 		$350K Sell
5,957
-8
-0.1% -$507 0.06% 221
2025
Q3 		$376K Buy
+5,965
New +$375K 0.06% 174

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

Fortis Group Advisors's MP Position: Q2 2026 in Review

Fortis Group Advisors reduced its MP Materials (MP) stake by 1.2% in Q2 2026, selling an estimated $4.63K and leaving 6,040 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #207.

Fortis Group Advisors first reported a position in MP in Q3 2025 and has held it in 4 quarters since. The position peaked at $404K in Q1 2026. 752 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Fortis Group Advisors held 6,040 shares of MP Materials worth $338K as of Q2 2026.
  • Fortis Group Advisors sold 76 MP Materials shares in Q2 2026, an estimated $4.63K.
  • MP Materials made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #207 holding.
  • Fortis Group Advisors first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • Fortis Group Advisors's MP Materials position peaked at $404K in Q1 2026.
  • 752 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.