Simon Quick Advisors
MP icon

Simon Quick Advisors’s MP Materials MP Stock Holding History

Simon Quick 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
Q3 		$1.99M Sell
42,150
-962
-2% -$48.8K 0.08% 146
2026
Q2 		$2.41M Sell
43,112
-56
-0.1% -$3.41K 0.1% 132
2026
Q1 		$2.08M Sell
43,168
-229
-0.5% -$13.7K 0.1% 135
2025
Q4 		$2.19M Sell
43,397
-7,218
-14% -$458K 0.1% 124
2025
Q3 		$3.39M Buy
50,615
+709
+1% +$44.6K 0.15% 98
2025
Q2 		$1.66M Sell
49,906
-2,857
-5% -$72.9K 0.08% 141
2025
Q1 		$1.29M Buy
52,763
+219
+0.4% +$5.09K 0.07% 132
2024
Q4 		$820K Buy
52,544
+1,735
+3% +$32.2K 0.05% 178
2024
Q3 		$897K Buy
50,809
+1,703
+3% +$23.1K 0.06% 166
2024
Q2 		$625K Sell
49,106
-382
-0.8% -$6K 0.04% 181
2024
Q1 		$708K Buy
49,488
+517
+1% +$8.18K 0.05% 153
2023
Q4 		$972K Sell
48,971
-179,161
-79% -$3.06M 0.09% 112
2023
Q3 		$4.36M Buy
228,132
+62
+0% +$1.38K 0.41% 38
2023
Q2 		$5.22M Buy
228,070
+219,606
+2,595% +$5.03M 0.48% 34
2023
Q1 		$239K Sell
8,464
-23
-0.3% -$696 0.03% 243
2022
Q4 		$206K Buy
8,487
+64
+0.8% +$1.94K 0.02% 221
2022
Q3 		$230K Buy
+8,423
New +$275K 0.03% 172

Other funds holding MP

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Sicart Associates
Sicart Associates New York $413M AUM 28.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
SWS Partners
SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Simon Quick Advisors's MP Position: Q3 2026 in Review

Simon Quick Advisors reduced its MP Materials (MP) stake by 2.2% in Q3 2026, selling an estimated $48.8K and leaving 42,150 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #146.

Simon Quick Advisors first reported a position in MP in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.22M in Q2 2023. 222 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Simon Quick Advisors held 42,150 shares of MP Materials worth $1.99M as of Q3 2026.
  • Simon Quick Advisors sold 962 MP Materials shares in Q3 2026, an estimated $48.8K.
  • MP Materials made up 0.08% of Simon Quick Advisors's portfolio in Q3 2026, its #146 holding.
  • Simon Quick Advisors first reported a position in MP Materials in Q3 2022 and has held it in 17 quarters since.
  • Simon Quick Advisors's MP Materials position peaked at $5.22M in Q2 2023.
  • 222 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.