Kraft Davis & Associates’s MP Materials MP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$448K Sell
8,604
-400
-4% -$24.3K 0.09% 96
2026
Q1
$589K Buy
+9,004
New +$538K 0.13% 70

Other funds holding MP

Kraft Davis & Associates's MP Position: Q2 2026 in Review

Kraft Davis & Associates reduced its MP Materials (MP) stake by 4.4% in Q2 2026, selling an estimated $24.3K and leaving 8,604 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #96.

Kraft Davis & Associates first reported a position in MP in Q1 2026 and has held it in 2 quarters since. The position peaked at $589K in Q1 2026. 293 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Kraft Davis & Associates held 8,604 shares of MP Materials worth $448K as of Q2 2026.
  • Kraft Davis & Associates sold 400 MP Materials shares in Q2 2026, an estimated $24.3K.
  • MP Materials made up 0.09% of Kraft Davis & Associates's portfolio in Q2 2026, its #96 holding.
  • Kraft Davis & Associates first reported a position in MP Materials in Q1 2026 and has held it in 2 quarters since.
  • Kraft Davis & Associates's MP Materials position peaked at $589K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.