Regal Investment Advisors’s MP Materials MP Stock Holding History

Regal 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
2026 Q1	$994K	Sell	20,596 -248	-1%	-$14.8K	0.06%	292
2025 Q4	$1.05M	Sell	20,844 -101	-0.5%	-$6.4K	0.06%	267
2025 Q3	$1.4M	Sell	20,945 -8,548	-29%	-$538K	0.09%	215
2025 Q2	$981K	Sell	29,493 -25	-0.1%	-$638	0.07%	238
2025 Q1	$721K	Buy	29,518 +9,452	+47%	+$220K	0.06%	260
2024 Q4	$313K	Sell	20,066 -164	-0.8%	-$3.04K	0.02%	398
2024 Q3	$357K	Buy	20,230 +83	+0.4%	+$1.13K	0.03%	410
2024 Q2	$256K	Buy	20,147 +7,906	+65%	+$124K	0.02%	493
2024 Q1	$175K	Buy	12,241 +500	+4%	+$7.91K	0.01%	557
2023 Q4	$233K	Buy	+11,741	New	+$200K	0.02%	479
2023 Q2	–	Sell	-9,459	Closed	-$267K	–	530
2023 Q1	$267K	Buy	+9,459	New	+$286K	0.02%	423

Other funds holding MP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Regal Investment Advisors's MP Position: Q1 2026 in Review

Regal Investment Advisors reduced its MP Materials (MP) stake by 1.2% in Q1 2026, selling an estimated $14.8K and leaving 20,596 shares worth $994K. The position accounts for 0.06% of the portfolio, ranked #292.

Regal Investment Advisors first reported a position in MP in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Regal Investment Advisors held 20,596 shares of MP Materials worth $994K as of Q1 2026.
Regal Investment Advisors sold 248 MP Materials shares in Q1 2026, an estimated $14.8K.
MP Materials made up 0.06% of Regal Investment Advisors's portfolio in Q1 2026, its #292 holding.
Regal Investment Advisors first reported a position in MP Materials in Q1 2023 and has held it in 11 quarters since.
Regal Investment Advisors's MP Materials position peaked at $1.4M in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.