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 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 $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

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

Kestra Advisory Services increased its MP Materials (MP) stake by 29% in Q1 2026, buying an estimated $631K and bringing the position to 47,014 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1219.

Kestra Advisory Services first reported a position in MP in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.69M in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Kestra Advisory Services held 47,014 shares of MP Materials worth $2.27M as of Q1 2026.
Kestra Advisory Services bought 10,548 MP Materials shares in Q1 2026, an estimated $631K.
MP Materials made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1219 holding.
Kestra Advisory Services first reported a position in MP Materials in Q4 2021 and has held it in 13 quarters since.
Kestra Advisory Services's MP Materials position peaked at $2.69M in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.