CWM
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Compass Wealth Management’s MP Materials MP Stock Holding History

Compass 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
2025
Q2 		– Sell
-400
Closed -$9.76K – 302
2025
Q1 		$9.76K Buy
+400
New +$9.29K ﹤0.01% 353

Other funds holding MP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Wealth Management's MP Position: Q2 2025 in Review

Compass Wealth Management sold out of MP Materials (MP) in Q2 2025, closing a stake of 400 shares — an estimated $9.76K sold.

Compass Wealth Management first reported a position in MP in Q1 2025 and held it in 1 quarter. The position peaked at $9.76K in Q1 2025. 484 funds tracked by Wall St. Rank hold MP as of Q2 2025.

  • Compass Wealth Management reported no remaining MP Materials position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 400 MP Materials shares in Q2 2025, an estimated $9.76K.
  • Compass Wealth Management first reported a position in MP Materials in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's MP Materials position peaked at $9.76K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held MP Materials as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.