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
Q2 		$678K Buy
12,107
+4,354
+56% +$265K ﹤0.01% 1080
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 $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's MP Position: Q2 2026 in Review

AE Wealth Management increased its MP Materials (MP) stake by 56% in Q2 2026, buying an estimated $265K and bringing the position to 12,107 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

AE Wealth Management first reported a position in MP in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.58M in Q1 2022. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • AE Wealth Management held 12,107 shares of MP Materials worth $678K as of Q2 2026.
  • AE Wealth Management bought 4,354 MP Materials shares in Q2 2026, an estimated $265K.
  • MP Materials made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1080 holding.
  • AE Wealth Management first reported a position in MP Materials in Q1 2021 and has held it in 15 quarters since.
  • AE Wealth Management's MP Materials position peaked at $6.58M in Q1 2022.
  • 757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.