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Bogart Wealth LLC’s MP Materials MP Stock Holding History

Bogart Wealth LLC’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 		$108K Sell
1,934
-9
-0.5% -$548 ﹤0.01% 369
2026
Q1 		$93.8K Buy
1,943
+1,009
+108% +$60.3K ﹤0.01% 367
2025
Q4 		$47.2K Buy
+934
New +$59.2K ﹤0.01% 482

Other funds holding MP

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Bogart Wealth LLC's MP Position: Q2 2026 in Review

Bogart Wealth LLC reduced its MP Materials (MP) stake by 0.46% in Q2 2026, selling an estimated $548 and leaving 1,934 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Bogart Wealth LLC first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Bogart Wealth LLC held 1,934 shares of MP Materials worth $108K as of Q2 2026.
  • Bogart Wealth LLC sold 9 MP Materials shares in Q2 2026, an estimated $548.
  • MP Materials made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #369 holding.
  • Bogart Wealth LLC first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.