IMA Advisory Services’s MP Materials MP Stock Holding History

IMA Advisory Services’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	$1.14M	Buy	23,596 +2,532	+12%	+$151K	0.11%	118
2025 Q4	$1.06M	Sell	21,064 -880	-4%	-$55.8K	0.1%	119
2025 Q3	$1.47M	Sell	21,944 -13	-0.1%	-$818	0.15%	103
2025 Q2	$731K	Sell	21,957 -19,473	-47%	-$497K	0.08%	134
2025 Q1	$1.01M	Sell	41,430 -12,526	-23%	-$291K	0.12%	111
2024 Q4	$842K	Sell	53,956 -4,878	-8%	-$90.4K	0.1%	127
2024 Q3	$1.04M	Buy	+58,834	New	+$799K	0.23%	95
2023 Q4	–	Sell	-48,547	Closed	-$927K	–	193
2023 Q3	$927K	Sell	48,547 -532	-1%	-$11.8K	0.24%	93
2023 Q2	$1.12M	Buy	49,079 +2,094	+4%	+$48K	0.29%	91
2023 Q1	$1.32M	Sell	46,985 -1,192	-2%	-$36.1K	0.34%	78
2022 Q4	$1.17M	Sell	48,177 -9,441	-16%	-$286K	0.31%	81
2022 Q3	$1.57M	Sell	57,618 -4,725	-8%	-$154K	0.42%	72
2022 Q2	$2M	Buy	62,343 +2,403	+4%	+$97K	0.49%	63
2022 Q1	$3.44M	Buy	59,940 +8,388	+16%	+$369K	0.79%	32
2021 Q4	$2.34M	Sell	51,552 -4,999	-9%	-$197K	0.52%	66
2021 Q3	$1.82M	Buy	56,551 +3,417	+6%	+$119K	0.43%	73
2021 Q2	$1.96M	Buy	+53,134	New	+$1.65M	0.46%	75

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

IMA Advisory Services's MP Position: Q1 2026 in Review

IMA Advisory Services increased its MP Materials (MP) stake by 12% in Q1 2026, buying an estimated $151K and bringing the position to 23,596 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #118.

IMA Advisory Services first reported a position in MP in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.44M in Q1 2022. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

IMA Advisory Services held 23,596 shares of MP Materials worth $1.14M as of Q1 2026.
IMA Advisory Services bought 2,532 MP Materials shares in Q1 2026, an estimated $151K.
MP Materials made up 0.11% of IMA Advisory Services's portfolio in Q1 2026, its #118 holding.
IMA Advisory Services first reported a position in MP Materials in Q2 2021 and has held it in 17 quarters since.
IMA Advisory Services's MP Materials position peaked at $3.44M in Q1 2022.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.