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Asset Planning Inc’s MP Materials MP Stock Holding History

Asset Planning Inc’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 		$23.2K Hold
415
– – 0.02% 204
2026
Q1 		$20K Buy
415
+300
+261% +$17.9K 0.01% 203
2025
Q4 		$5.81K Hold
115
– – ﹤0.01% 250
2025
Q3 		$7.71K Hold
115
– – 0.01% 243
2025
Q2 		$3.83K Hold
115
– – ﹤0.01% 258
2025
Q1 		$2.81K Hold
115
– – ﹤0.01% 275
2024
Q4 		$1.79K Buy
+115
New +$2.13K ﹤0.01% 291

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

Asset Planning Inc's MP Position: Q2 2026 in Review

Asset Planning Inc held its MP Materials (MP) position steady in Q2 2026 at 415 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #204.

Asset Planning Inc first reported a position in MP in Q4 2024 and has held it in 7 quarters since. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Asset Planning Inc held 415 shares of MP Materials worth $23.2K as of Q2 2026.
  • Asset Planning Inc left its MP Materials share count unchanged in Q2 2026.
  • MP Materials made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #204 holding.
  • Asset Planning Inc first reported a position in MP Materials in Q4 2024 and has held it in 7 quarters since.
  • 757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.