Powell Investment Advisors’s MP Materials MP Stock Holding History

Powell Investment Advisors’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
2025 Q4	–	Sell	-3,116	Closed	-$209K	–	172
2025 Q3	$209K	Buy	+3,116	New	+$196K	0.07%	131

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Powell Investment Advisors's MP Position: Q4 2025 in Review

Powell Investment Advisors sold out of MP Materials (MP) in Q4 2025, closing a stake of 3,116 shares — an estimated $209K sold.

Powell Investment Advisors first reported a position in MP in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 725 funds tracked by Wall St. Rank hold MP as of Q4 2025.

Powell Investment Advisors reported no remaining MP Materials position as of Q4 2025 after selling out during the quarter.
Powell Investment Advisors sold 3,116 MP Materials shares in Q4 2025, an estimated $209K.
Powell Investment Advisors first reported a position in MP Materials in Q3 2025 and held it in 1 quarter.
Powell Investment Advisors's MP Materials position peaked at $209K in Q3 2025.
725 funds tracked by Wall St. Rank held MP Materials as of Q4 2025.

Based on Powell Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.