Morgan Stanley
MP icon

Morgan Stanley’s MP Materials MP Stock Holding History

Morgan Stanley’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 		$267M Sell
4,772,611
-779,696
-14% -$47.4M 0.01% 851
2026
Q1 		$268M Buy
5,552,307
+2,374,501
+75% +$142M 0.02% 805
2025
Q4 		$161M Sell
3,177,806
-652,085
-17% -$41.3M 0.01% 1080
2025
Q3 		$257M Sell
3,829,891
-189,614
-5% -$11.9M 0.02% 788
2025
Q2 		$134M Buy
4,019,505
+1,572,619
+64% +$40.1M 0.01% 1118
2025
Q1 		$59.7M Sell
2,446,886
-5,214
-0.2% -$121K ﹤0.01% 1660
2024
Q4 		$38.3M Buy
2,452,100
+242,250
+11% +$4.49M ﹤0.01% 2081
2024
Q3 		$39M Sell
2,209,850
-532,934
-19% -$7.24M ﹤0.01% 2092
2024
Q2 		$34.9M Sell
2,742,784
-124,787
-4% -$1.96M ﹤0.01% 2098
2024
Q1 		$41M Buy
2,867,571
+462,141
+19% +$7.31M ﹤0.01% 1933
2023
Q4 		$47.7M Sell
2,405,430
-157,539
-6% -$2.69M ﹤0.01% 1773
2023
Q3 		$49M Buy
2,562,969
+341,420
+15% +$7.58M 0.01% 1604
2023
Q2 		$50.8M Buy
2,221,549
+365,177
+20% +$8.37M 0.01% 1562
2023
Q1 		$52.3M Buy
1,856,372
+204,083
+12% +$6.17M 0.01% 1502
2022
Q4 		$40.1M Sell
1,652,289
-158,378
-9% -$4.8M ﹤0.01% 1686
2022
Q3 		$49.4M Sell
1,810,667
-546,523
-23% -$17.9M 0.01% 1320
2022
Q2 		$75.6M Sell
2,357,190
-477,130
-17% -$19.3M 0.01% 1097
2022
Q1 		$163M Buy
2,834,320
+414,800
+17% +$18.3M 0.02% 608
2021
Q4 		$110M Buy
2,419,520
+4,138
+0.2% +$163K 0.01% 842
2021
Q3 		$77.8M Sell
2,415,382
-53,727
-2% -$1.87M 0.01% 982
2021
Q2 		$91M Sell
2,469,109
-1,985,294
-45% -$61.7M 0.01% 905
2021
Q1 		$160M Buy
4,454,403
+4,040,125
+975% +$149M 0.02% 561
2020
Q4 		$13.3M Buy
414,278
+373,806
+924% +$7.23M ﹤0.01% 2219
2020
Q3 		$550K Buy
+40,472
New +$511K ﹤0.01% 4593

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley's MP Position: Q2 2026 in Review

Morgan Stanley reduced its MP Materials (MP) stake by 14% in Q2 2026, selling an estimated $47.4M and leaving 4,772,611 shares worth $267M. The position accounts for 0.01% of the portfolio, ranked #851.

Morgan Stanley first reported a position in MP in Q3 2020 and has held it in 24 quarters since. The position peaked at $268M in Q1 2026. 755 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Morgan Stanley held 4,772,611 shares of MP Materials worth $267M as of Q2 2026.
  • Morgan Stanley sold 779,696 MP Materials shares in Q2 2026, an estimated $47.4M.
  • MP Materials made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #851 holding.
  • Morgan Stanley first reported a position in MP Materials in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's MP Materials position peaked at $268M in Q1 2026.
  • 755 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.