Principia Wealth Advisory’s MP Materials MP Stock Holding History

Principia Wealth Advisory’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	$1.97M	Buy	35,164 +4,612	+15%	+$281K	0.98%	30
2026 Q1	$1.47M	Buy	+30,552	New	+$1.83M	0.83%	28

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

Principia Wealth Advisory's MP Position: Q2 2026 in Review

Principia Wealth Advisory increased its MP Materials (MP) stake by 15% in Q2 2026, buying an estimated $281K and bringing the position to 35,164 shares worth $1.97M. The position accounts for 0.98% of the portfolio, ranked #30.

Principia Wealth Advisory first reported a position in MP in Q1 2026 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Principia Wealth Advisory held 35,164 shares of MP Materials worth $1.97M as of Q2 2026.
Principia Wealth Advisory bought 4,612 MP Materials shares in Q2 2026, an estimated $281K.
MP Materials made up 0.98% of Principia Wealth Advisory's portfolio in Q2 2026, its #30 holding.
Principia Wealth Advisory first reported a position in MP Materials in Q1 2026 and has held it in 2 quarters since.
755 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.