Kestra Advisory Services’s MP Materials MP Stock Holding History

Kestra 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 Q2	$4.55M	Buy	81,233 +34,219	+73%	+$2.08M	0.01%	897
2026 Q1	$2.27M	Buy	47,014 +10,548	+29%	+$631K	0.01%	1219
2025 Q4	$1.84M	Sell	36,466 -3,694	-9%	-$234K	0.01%	1265
2025 Q3	$2.69M	Buy	40,160 +8,725	+28%	+$549K	0.01%	997
2025 Q2	$1.05M	Buy	31,435 +9,035	+40%	+$231K	0.01%	1449
2025 Q1	$547K	Buy	22,400 +362	+2%	+$8.41K	﹤0.01%	1763
2024 Q4	$344K	Buy	22,038 +3,505	+19%	+$65K	﹤0.01%	2134
2024 Q3	$327K	Sell	18,533 -984	-5%	-$13.4K	﹤0.01%	2035
2024 Q2	$228K	Buy	19,517 +1,474	+8%	+$23.1K	﹤0.01%	2310
2024 Q1	$258K	Buy	18,043 +5,312	+42%	+$84K	﹤0.01%	2114
2023 Q4	$253K	Sell	12,731 -1,136	-8%	-$19.4K	﹤0.01%	1962
2023 Q3	$265K	Buy	+13,867	New	+$308K	﹤0.01%	1748
2022 Q2	–	Sell	-5,451	Closed	-$313K	–	2209
2022 Q1	$313K	Buy	5,451 +832	+18%	+$36.6K	﹤0.01%	1571
2021 Q4	$210K	Buy	+4,619	New	+$182K	﹤0.01%	1849

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Advisory Services's MP Position: Q2 2026 in Review

Kestra Advisory Services increased its MP Materials (MP) stake by 73% in Q2 2026, buying an estimated $2.08M and bringing the position to 81,233 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #897.

Kestra Advisory Services first reported a position in MP in Q4 2021 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Kestra Advisory Services held 81,233 shares of MP Materials worth $4.55M as of Q2 2026.
Kestra Advisory Services bought 34,219 MP Materials shares in Q2 2026, an estimated $2.08M.
MP Materials made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #897 holding.
Kestra Advisory Services first reported a position in MP Materials in Q4 2021 and has held it in 14 quarters since.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.