Synergy Asset Management’s MP Materials MP Stock Holding History

Synergy Asset Management’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	–	Sell	-6,465	Closed	-$312K	–	305
2026 Q1	$312K	Buy	+6,465	New	+$387K	0.03%	207

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Synergy Asset Management's MP Position: Q2 2026 in Review

Synergy Asset Management sold out of MP Materials (MP) in Q2 2026, closing a stake of 6,465 shares — an estimated $312K sold.

Synergy Asset Management first reported a position in MP in Q1 2026 and held it in 1 quarter. The position peaked at $312K in Q1 2026. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Synergy Asset Management reported no remaining MP Materials position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 6,465 MP Materials shares in Q2 2026, an estimated $312K.
Synergy Asset Management first reported a position in MP Materials in Q1 2026 and held it in 1 quarter.
Synergy Asset Management's MP Materials position peaked at $312K in Q1 2026.
751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.