AWM
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AE Wealth Management’s MP Materials MP Stock Holding History

AE 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
Q1 		$374K Sell
7,753
-548
-7% -$32.8K ﹤0.01% 1257
2025
Q4 		$419K Buy
8,301
+2,094
+34% +$133K ﹤0.01% 1139
2025
Q3 		$416K Buy
+6,207
New +$390K ﹤0.01% 1038
2024
Q1 		– Sell
-127,978
Closed -$2.02M – 1672
2023
Q4 		$2.02M Sell
127,978
-15,991
-11% -$273K 0.01% 903
2023
Q3 		$2.75M Buy
143,969
+9,480
+7% +$210K 0.02% 739
2023
Q2 		$3.08M Sell
134,489
-4,879
-4% -$112K 0.02% 700
2023
Q1 		$3.93M Buy
139,368
+5,073
+4% +$153K 0.03% 567
2022
Q4 		$3.26M Buy
134,295
+6,909
+5% +$209K 0.02% 594
2022
Q3 		$3.48M Buy
127,386
+5,429
+4% +$177K 0.03% 524
2022
Q2 		$3.91M Buy
121,957
+7,298
+6% +$295K 0.03% 462
2022
Q1 		$6.58M Buy
114,659
+53,309
+87% +$2.35M 0.05% 372
2021
Q4 		$2.79M Buy
61,350
+14,955
+32% +$590K 0.02% 594
2021
Q3 		$1.5M Buy
+46,395
New +$1.61M 0.01% 746
2021
Q2 		– Sell
-6,183
Closed -$222K – 1645
2021
Q1 		$222K Buy
+6,183
New +$229K ﹤0.01% 1370

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

AE Wealth Management's MP Position: Q1 2026 in Review

AE Wealth Management reduced its MP Materials (MP) stake by 6.6% in Q1 2026, selling an estimated $32.8K and leaving 7,753 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

AE Wealth Management first reported a position in MP in Q1 2021 and has held it in 14 quarters since. The position peaked at $6.58M in Q1 2022. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • AE Wealth Management held 7,753 shares of MP Materials worth $374K as of Q1 2026.
  • AE Wealth Management sold 548 MP Materials shares in Q1 2026, an estimated $32.8K.
  • MP Materials made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1257 holding.
  • AE Wealth Management first reported a position in MP Materials in Q1 2021 and has held it in 14 quarters since.
  • AE Wealth Management's MP Materials position peaked at $6.58M in Q1 2022.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.