AWMM
MP icon

Aegis Wealth Management (Maryland)’s MP Materials MP Stock Holding History

Aegis Wealth Management (Maryland)’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 		$560K Sell
10,000
-5
-0% -$304 0.26% 77
2026
Q1 		$483K Hold
10,005
– – 0.28% 66
2025
Q4 		$505K Hold
10,005
– – 0.29% 65
2025
Q3 		$671K Buy
10,005
+3
+0% +$189 0.36% 54
2025
Q2 		$244K Hold
10,002
– – 0.15% 106
2025
Q1 		$244K Hold
10,002
– – 0.14% 111
2024
Q4 		$156K Buy
+10,002
New +$185K 0.11% 107

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

Aegis Wealth Management (Maryland)'s MP Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its MP Materials (MP) stake by 0.05% in Q2 2026, selling an estimated $304 and leaving 10,000 shares worth $560K. The position accounts for 0.26% of the portfolio, ranked #77.

Aegis Wealth Management (Maryland) first reported a position in MP in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q3 2025. 749 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 10,000 shares of MP Materials worth $560K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 5 MP Materials shares in Q2 2026, an estimated $304.
  • MP Materials made up 0.26% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #77 holding.
  • Aegis Wealth Management (Maryland) first reported a position in MP Materials in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s MP Materials position peaked at $671K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.