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Summit Trail Advisors’s MP Materials MP Stock Holding History

Summit Trail 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 		$970K Buy
20,097
+2,165
+12% +$129K 0.01% 944
2025
Q4 		$906K Buy
17,932
+2,753
+18% +$175K 0.02% 865
2025
Q3 		$1.02M Buy
15,179
+6,962
+85% +$438K 0.01% 824
2025
Q2 		$273K Buy
+8,217
New +$210K ﹤0.01% 965

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Summit Trail Advisors's MP Position: Q1 2026 in Review

Summit Trail Advisors increased its MP Materials (MP) stake by 12% in Q1 2026, buying an estimated $129K and bringing the position to 20,097 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #944.

Summit Trail Advisors first reported a position in MP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Summit Trail Advisors held 20,097 shares of MP Materials worth $970K as of Q1 2026.
  • Summit Trail Advisors bought 2,165 MP Materials shares in Q1 2026, an estimated $129K.
  • MP Materials made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #944 holding.
  • Summit Trail Advisors first reported a position in MP Materials in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's MP Materials position peaked at $1.02M in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.