Blue Bell Private Wealth Management’s MP Materials MP Stock Holding History

Blue Bell 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 Q2	$2.74K	Hold	49	–	–	﹤0.01%	641
2026 Q1	$2.37K	Sell	49 -181	-79%	-$10.8K	﹤0.01%	644
2025 Q4	$11.6K	Buy	230 +180	+360%	+$11.4K	﹤0.01%	540
2025 Q3	$3.35K	Sell	50 -100	-67%	-$6.29K	﹤0.01%	618
2025 Q2	$4.99K	Hold	150	–	–	﹤0.01%	585
2025 Q1	$3.66K	Hold	150	–	–	﹤0.01%	600
2024 Q4	$2.34K	Hold	150	–	–	﹤0.01%	582
2024 Q3	$2.65K	Hold	150	–	–	﹤0.01%	600
2024 Q2	$1.91K	Hold	150	–	–	﹤0.01%	622
2024 Q1	$2.15K	Hold	150	–	–	﹤0.01%	630
2023 Q4	$2.98K	Hold	150	–	–	﹤0.01%	600
2023 Q3	$2.87K	Hold	150	–	–	﹤0.01%	550
2023 Q2	$3.43K	Hold	150	–	–	﹤0.01%	540
2023 Q1	$4.23K	Hold	150	–	–	﹤0.01%	488
2022 Q4	$3.64K	Hold	150	–	–	﹤0.01%	508
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	515
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	513
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	437
2021 Q4	$7K	Buy	+150	New	+$5.91K	﹤0.01%	476

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Bell Private Wealth Management's MP Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its MP Materials (MP) position steady in Q2 2026 at 49 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Blue Bell Private Wealth Management first reported a position in MP in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6K in Q4 2025. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Blue Bell Private Wealth Management held 49 shares of MP Materials worth $2.74K as of Q2 2026.
Blue Bell Private Wealth Management left its MP Materials share count unchanged in Q2 2026.
MP Materials made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #641 holding.
Blue Bell Private Wealth Management first reported a position in MP Materials in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's MP Materials position peaked at $11.6K in Q4 2025.
751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.