Atlantic Edge Private Wealth Management’s MP Materials MP Stock Holding History

Atlantic Edge Private 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 Q3	$46.2K	Hold	976	–	–	0.01%	256
2026 Q2	$54.7K	Hold	976	–	–	0.01%	247
2026 Q1	$47.1K	Hold	976	–	–	0.01%	243
2025 Q4	$49.3K	Sell	976 -250	-20%	-$15.9K	0.01%	222
2025 Q3	$82.2K	Buy	1,226 +526	+75%	+$33.1K	0.02%	180
2025 Q2	$23.3K	Hold	700	–	–	0.01%	282
2025 Q1	$17.1K	Hold	700	–	–	0.01%	295
2024 Q4	$10.9K	Hold	700	–	–	﹤0.01%	330
2024 Q3	$12.4K	Hold	700	–	–	﹤0.01%	319
2024 Q2	$8.91K	Hold	700	–	–	﹤0.01%	324
2024 Q1	$10K	Hold	700	–	–	﹤0.01%	316
2023 Q4	$13.9K	Buy	+700	New	+$11.9K	0.01%	266

Other funds holding MP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MP Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its MP Materials (MP) position steady in Q3 2026 at 976 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #256.

Atlantic Edge Private Wealth Management first reported a position in MP in Q4 2023 and has held it in 12 quarters since. The position peaked at $82.2K in Q3 2025. 578 funds tracked by Wall St. Rank hold MP as of Q3 2026.

Atlantic Edge Private Wealth Management held 976 shares of MP Materials worth $46.2K as of Q3 2026.
Atlantic Edge Private Wealth Management left its MP Materials share count unchanged in Q3 2026.
MP Materials made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #256 holding.
Atlantic Edge Private Wealth Management first reported a position in MP Materials in Q4 2023 and has held it in 12 quarters since.
Atlantic Edge Private Wealth Management's MP Materials position peaked at $82.2K in Q3 2025.
578 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.