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

AllSquare 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
2025
Q3 		$174K Hold
2,600
– – 0.09% 119
2025
Q2 		$86.5K Hold
2,600
– – 0.05% 166
2025
Q1 		$63.5K Hold
2,600
– – 0.04% 190
2024
Q4 		$40.6K Hold
2,600
– – 0.02% 234
2024
Q3 		$45.9K Sell
2,600
-400
-13% -$5.43K 0.03% 222
2024
Q2 		$38.2K Hold
3,000
– – 0.02% 236
2024
Q1 		$42.9K Hold
3,000
– – 0.03% 230
2023
Q4 		$59.5K Hold
3,000
– – 0.04% 193
2023
Q3 		$57.3K Hold
3,000
– – 0.04% 182
2023
Q2 		$63.3K Buy
3,000
+1,400
+88% +$32.1K 0.04% 181
2023
Q1 		$45.1K Buy
+1,600
New +$48.4K 0.03% 222

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's MP Position: Q3 2025 in Review

AllSquare Wealth Management held its MP Materials (MP) position steady in Q3 2025 at 2,600 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #119.

AllSquare Wealth Management first reported a position in MP in Q1 2023 and has held it in 11 quarters since. 677 funds tracked by Wall St. Rank hold MP as of Q3 2025.

  • AllSquare Wealth Management held 2,600 shares of MP Materials worth $174K as of Q3 2025.
  • AllSquare Wealth Management left its MP Materials share count unchanged in Q3 2025.
  • MP Materials made up 0.09% of AllSquare Wealth Management's portfolio in Q3 2025, its #119 holding.
  • AllSquare Wealth Management first reported a position in MP Materials in Q1 2023 and has held it in 11 quarters since.
  • 677 funds tracked by Wall St. Rank held MP Materials as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.