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Bartlett & Co Wealth Management’s MP Materials MP Stock Holding History

Bartlett & Co 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 		$112K Sell
2,007
-41
-2% -$2.5K ﹤0.01% 607
2026
Q1 		$136K Buy
2,048
+2,021
+7,485% +$121K ﹤0.01% 512
2025
Q4 		$1.36K Buy
+27
New +$1.71K ﹤0.01% 1137

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

Bartlett & Co Wealth Management's MP Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its MP Materials (MP) stake by 2% in Q2 2026, selling an estimated $2.5K and leaving 2,007 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Bartlett & Co Wealth Management first reported a position in MP in Q4 2025 and has held it in 3 quarters since. The position peaked at $136K in Q1 2026. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,007 shares of MP Materials worth $112K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 41 MP Materials shares in Q2 2026, an estimated $2.5K.
  • MP Materials made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Bartlett & Co Wealth Management first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's MP Materials position peaked at $136K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.