Gladstone Institutional Advisory’s MP Materials MP Stock Holding History

Gladstone Institutional Advisory’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	$231K	Sell	4,128 -135	-3%	-$8.21K	0.01%	824
2026 Q1	$206K	Buy	+4,263	New	+$255K	0.01%	795
2025 Q4	–	Sell	-3,048	Closed	-$204K	–	827
2025 Q3	$204K	Buy	+3,048	New	+$192K	0.01%	753
2024 Q4	–	Sell	-12,143	Closed	-$214K	–	722
2024 Q3	$214K	Sell	12,143 -14,564	-55%	-$198K	0.01%	643
2024 Q2	$340K	Buy	26,707 +4,236	+19%	+$66.5K	0.02%	514
2024 Q1	$321K	Buy	22,471 +11,056	+97%	+$175K	0.02%	519
2023 Q4	$227K	Hold	11,415	–	–	0.01%	595
2023 Q3	$218K	Hold	11,415	–	–	0.01%	560
2023 Q2	$261K	Buy	+11,415	New	+$262K	0.02%	541

Other funds holding MP

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Gladstone Institutional Advisory's MP Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its MP Materials (MP) stake by 3.2% in Q2 2026, selling an estimated $8.21K and leaving 4,128 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #824.

Gladstone Institutional Advisory first reported a position in MP in Q2 2023 and has held it in 9 quarters since. The position peaked at $340K in Q2 2024. 197 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Gladstone Institutional Advisory held 4,128 shares of MP Materials worth $231K as of Q2 2026.
Gladstone Institutional Advisory sold 135 MP Materials shares in Q2 2026, an estimated $8.21K.
MP Materials made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #824 holding.
Gladstone Institutional Advisory first reported a position in MP Materials in Q2 2023 and has held it in 9 quarters since.
Gladstone Institutional Advisory's MP Materials position peaked at $340K in Q2 2024.
197 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.