Real Talk Capital’s MP Materials MP Stock Holding History

Real Talk Capital’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	$377K	Buy	6,731 +1,308	+24%	+$79.6K	0.28%	67
2026 Q1	$262K	Buy	+5,423	New	+$324K	0.25%	86

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 $3.38T AUM 44.17% 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

Real Talk Capital's MP Position: Q2 2026 in Review

Real Talk Capital increased its MP Materials (MP) stake by 24% in Q2 2026, buying an estimated $79.6K and bringing the position to 6,731 shares worth $377K. The position accounts for 0.28% of the portfolio, ranked #67.

Real Talk Capital first reported a position in MP in Q1 2026 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Real Talk Capital held 6,731 shares of MP Materials worth $377K as of Q2 2026.
Real Talk Capital bought 1,308 MP Materials shares in Q2 2026, an estimated $79.6K.
MP Materials made up 0.28% of Real Talk Capital's portfolio in Q2 2026, its #67 holding.
Real Talk Capital first reported a position in MP Materials in Q1 2026 and has held it in 2 quarters since.
758 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Real Talk Capital's 13F filing for Q2 2026, filed 14 Aug 2026.