Geode Capital Management
MP icon

Geode Capital Management’s MP Materials MP Stock Holding History

Geode 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 		$143M Buy
2,553,356
+33,551
+1% +$2.04M 0.01% 981
2026
Q1 		$122M Sell
2,519,805
-24,938
-1% -$1.49M 0.01% 969
2025
Q4 		$129M Buy
2,544,743
+197,375
+8% +$12.5M 0.01% 921
2025
Q3 		$157M Buy
2,347,368
+375,945
+19% +$23.7M 0.01% 807
2025
Q2 		$65.6M Sell
1,971,423
-51,746
-3% -$1.32M ﹤0.01% 1273
2025
Q1 		$49.4M Buy
2,023,169
+69,611
+4% +$1.62M ﹤0.01% 1383
2024
Q4 		$30.5M Sell
1,953,558
-37,037
-2% -$687K ﹤0.01% 1727
2024
Q3 		$35.1M Sell
1,990,595
-221,239
-10% -$3.01M ﹤0.01% 1655
2024
Q2 		$28.2M Buy
2,211,834
+81,103
+4% +$1.27M ﹤0.01% 1729
2024
Q1 		$30.5M Buy
2,130,731
+91,342
+4% +$1.44M ﹤0.01% 1676
2023
Q4 		$40.5M Buy
2,039,389
+106,351
+6% +$1.81M ﹤0.01% 1473
2023
Q3 		$36.9M Buy
1,933,038
+529,005
+38% +$11.7M ﹤0.01% 1427
2023
Q2 		$32.1M Buy
1,404,033
+122,802
+10% +$2.82M ﹤0.01% 1540
2023
Q1 		$36.1M Buy
1,281,231
+48,178
+4% +$1.46M ﹤0.01% 1409
2022
Q4 		$29.9M Buy
1,233,053
+80,904
+7% +$2.45M ﹤0.01% 1496
2022
Q3 		$31.5M Buy
1,152,149
+176,981
+18% +$5.78M ﹤0.01% 1419
2022
Q2 		$31.3M Sell
975,168
-257,657
-21% -$10.4M ﹤0.01% 1446
2022
Q1 		$70.7M Sell
1,232,825
-92,186
-7% -$4.06M 0.01% 991
2021
Q4 		$60.2M Buy
1,325,011
+193,078
+17% +$7.61M 0.01% 1165
2021
Q3 		$36.5M Buy
1,131,933
+32,740
+3% +$1.14M ﹤0.01% 1536
2021
Q2 		$40.5M Buy
1,099,193
+615,536
+127% +$19.1M 0.01% 1492
2021
Q1 		$17.4M Buy
+483,657
New +$17.9M ﹤0.01% 1962

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

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

Geode Capital Management increased its MP Materials (MP) stake by 1.3% in Q2 2026, buying an estimated $2.04M and bringing the position to 2,553,356 shares worth $143M. The position accounts for 0.01% of the portfolio, ranked #981.

Geode Capital Management first reported a position in MP in Q1 2021 and has held it in 22 quarters since. The position peaked at $157M in Q3 2025. 754 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Geode Capital Management held 2,553,356 shares of MP Materials worth $143M as of Q2 2026.
  • Geode Capital Management bought 33,551 MP Materials shares in Q2 2026, an estimated $2.04M.
  • MP Materials made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #981 holding.
  • Geode Capital Management first reported a position in MP Materials in Q1 2021 and has held it in 22 quarters since.
  • Geode Capital Management's MP Materials position peaked at $157M in Q3 2025.
  • 754 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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