Rothschild Investment LLC’s MP Materials MP Stock Holding History

Rothschild Investment LLC’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	$294K	Sell	5,251 -17	-0.3%	-$1.03K	0.01%	765
2026 Q1	$254K	Buy	5,268 +11	+0.2%	+$658	0.01%	596
2025 Q4	$266K	Buy	5,257 +5	+0.1%	+$317	0.01%	531
2025 Q3	$352K	Buy	5,252 +202	+4%	+$12.7K	0.02%	437
2025 Q2	$168K	Buy	+5,050	New	+$129K	0.01%	545
2024 Q2	–	Sell	-35,800	Closed	-$512K	–	2839
2024 Q1	$512K	Buy	+35,800	New	+$566K	0.04%	322
2023 Q3	–	Sell	-17,700	Closed	-$405K	–	491
2023 Q2	$405K	Buy	+17,700	New	+$406K	0.03%	328

Other funds holding MP

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

WHRC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Rothschild Investment LLC's MP Position: Q2 2026 in Review

Rothschild Investment LLC reduced its MP Materials (MP) stake by 0.32% in Q2 2026, selling an estimated $1.03K and leaving 5,251 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #765.

Rothschild Investment LLC first reported a position in MP in Q2 2023 and has held it in 7 quarters since. The position peaked at $512K in Q1 2024. 392 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Rothschild Investment LLC held 5,251 shares of MP Materials worth $294K as of Q2 2026.
Rothschild Investment LLC sold 17 MP Materials shares in Q2 2026, an estimated $1.03K.
MP Materials made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #765 holding.
Rothschild Investment LLC first reported a position in MP Materials in Q2 2023 and has held it in 7 quarters since.
Rothschild Investment LLC's MP Materials position peaked at $512K in Q1 2024.
392 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.