Pinnacle Associates
MP icon

Pinnacle Associates’s MP Materials MP Stock Holding History

Pinnacle Associates’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
Q3 		$21.9M Buy
463,306
+110,437
+31% +$5.61M 0.25% 95
2026
Q2 		$19.8M Sell
352,869
-2,458
-0.7% -$150K 0.22% 110
2026
Q1 		$17.1M Buy
355,327
+13,820
+4% +$827K 0.22% 104
2025
Q4 		$17.3M Sell
341,507
-19,853
-5% -$1.26M 0.22% 102
2025
Q3 		$24.2M Sell
361,360
-124,400
-26% -$7.83M 0.32% 76
2025
Q2 		$16.2M Sell
485,760
-168,085
-26% -$4.29M 0.23% 98
2025
Q1 		$16M Sell
653,845
-28,474
-4% -$662K 0.23% 98
2024
Q4 		$10.6M Buy
682,319
+361,776
+113% +$6.71M 0.14% 149
2024
Q3 		$6.36M Sell
320,543
-495,018
-61% -$6.72M 0.11% 205
2024
Q2 		$10.4M Buy
815,561
+490,767
+151% +$7.7M 0.16% 152
2024
Q1 		$4.64M Buy
324,794
+4,251
+1% +$67.2K 0.07% 250
2023
Q4 		$6.36M Buy
320,543
+309,898
+2,911% +$5.29M 0.11% 208
2023
Q3 		$203K Sell
10,645
-7,205
-40% -$160K ﹤0.01% 757
2023
Q2 		$408K Sell
17,850
-825
-4% -$18.9K 0.01% 607
2023
Q1 		$526K Buy
18,675
+800
+4% +$24.2K 0.01% 507
2022
Q4 		$434K Buy
17,875
+2,305
+15% +$69.8K 0.01% 529
2022
Q3 		$425K Buy
15,570
+465
+3% +$15.2K 0.01% 525
2022
Q2 		$485K Buy
15,105
+8,135
+117% +$328K 0.01% 520
2022
Q1 		$400K Sell
6,970
-230
-3% -$10.1K 0.01% 605
2021
Q4 		$327K Hold
7,200
– – 0.01% 650
2021
Q3 		$232K Buy
+7,200
New +$250K ﹤0.01% 699
2021
Q2 		– Sell
-7,260
Closed -$261K – 774
2021
Q1 		$261K Buy
+7,260
New +$268K 0.01% 651

Other funds holding MP

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pinnacle Associates's MP Position: Q3 2026 in Review

Pinnacle Associates increased its MP Materials (MP) stake by 31% in Q3 2026, buying an estimated $5.61M and bringing the position to 463,306 shares worth $21.9M. The position accounts for 0.25% of the portfolio, ranked #95.

Pinnacle Associates first reported a position in MP in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.2M in Q3 2025. 96 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Pinnacle Associates held 463,306 shares of MP Materials worth $21.9M as of Q3 2026.
  • Pinnacle Associates bought 110,437 MP Materials shares in Q3 2026, an estimated $5.61M.
  • MP Materials made up 0.25% of Pinnacle Associates's portfolio in Q3 2026, its #95 holding.
  • Pinnacle Associates first reported a position in MP Materials in Q1 2021 and has held it in 22 quarters since.
  • Pinnacle Associates's MP Materials position peaked at $24.2M in Q3 2025.
  • 96 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.