Oak Thistle LLC’s MP Materials MP Stock Holding History

Oak Thistle LLC’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	$1.54M	Buy	+27,556	New	+$1.68M	0.15%	253
2025 Q4	–	Sell	-17,909	Closed	-$1.2M	–	598
2025 Q3	$1.2M	Buy	+17,909	New	+$1.13M	0.18%	227

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

Oak Thistle LLC's MP Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in MP Materials (MP) in Q2 2026: 27,556 shares worth $1.54M. The stake represents 0.15% of the portfolio and ranks #253 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in MP as recently as Q3 2025.

Oak Thistle LLC first reported a position in MP in Q3 2025 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Oak Thistle LLC held 27,556 shares of MP Materials worth $1.54M as of Q2 2026.
MP Materials was a new Oak Thistle LLC position in Q2 2026.
MP Materials made up 0.15% of Oak Thistle LLC's portfolio in Q2 2026, its #253 holding.
Oak Thistle LLC first reported a position in MP Materials in Q3 2025 and has held it in 2 quarters since.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.