Root Financial Partners
MP icon

Root Financial Partners’s MP Materials MP Stock Holding History

Root Financial Partners’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 		$13.6K Buy
+288
New +$14.6K ﹤0.01% 1756
2026
Q2 		– Sell
-213
Closed -$10.3K – 2102
2026
Q1 		$10.3K Buy
213
+2
+0.9% +$120 ﹤0.01% 1674
2025
Q4 		$10.7K Sell
211
-2
-0.9% -$127 ﹤0.01% 1468
2025
Q3 		$14.3K Buy
+213
New +$13.4K ﹤0.01% 1283

Other funds holding MP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's MP Position: Q3 2026 in Review

Root Financial Partners opened a new position in MP Materials (MP) in Q3 2026: 288 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MP as recently as Q1 2026.

Root Financial Partners first reported a position in MP in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.3K in Q3 2025. 578 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Root Financial Partners held 288 shares of MP Materials worth $13.6K as of Q3 2026.
  • MP Materials was a new Root Financial Partners position in Q3 2026.
  • MP Materials made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1756 holding.
  • Root Financial Partners first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's MP Materials position peaked at $14.3K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.