Activest Wealth Management
MP icon

Activest Wealth Management’s MP Materials MP Stock Holding History

Activest Wealth 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
Q3 		$133K Sell
2,818
-1,484
-34% -$75.3K 0.02% 153
2026
Q2 		$241K Sell
4,302
-9,551
-69% -$581K 0.05% 111
2026
Q1 		$669K Buy
13,853
+5,019
+57% +$300K 0.12% 77
2025
Q4 		$446K Sell
8,834
-1,785
-17% -$113K 0.08% 97
2025
Q3 		$712K Buy
10,619
+671
+7% +$42.2K 0.14% 62
2025
Q2 		$331K Hold
9,948
– – 0.08% 79
2025
Q1 		$243K Buy
9,948
+17
+0.2% +$395 0.07% 83
2024
Q4 		$155K Buy
9,931
+1
+0% +$19 0.04% 93
2024
Q3 		$175K Sell
9,930
-600
-6% -$8.15K 0.05% 85
2024
Q2 		$134K Buy
10,530
+10,230
+3,410% +$161K 0.04% 108
2024
Q1 		$4.29K Hold
300
– – ﹤0.01% 270
2023
Q4 		$5.96K Buy
+300
New +$5.12K ﹤0.01% 219

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

Activest Wealth Management's MP Position: Q3 2026 in Review

Activest Wealth Management reduced its MP Materials (MP) stake by 34% in Q3 2026, selling an estimated $75.3K and leaving 2,818 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #153.

Activest Wealth Management first reported a position in MP in Q4 2023 and has held it in 12 quarters since. The position peaked at $712K in Q3 2025. 222 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Activest Wealth Management held 2,818 shares of MP Materials worth $133K as of Q3 2026.
  • Activest Wealth Management sold 1,484 MP Materials shares in Q3 2026, an estimated $75.3K.
  • MP Materials made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #153 holding.
  • Activest Wealth Management first reported a position in MP Materials in Q4 2023 and has held it in 12 quarters since.
  • Activest Wealth Management's MP Materials position peaked at $712K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.