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Concord Wealth Partners’s MP Materials MP Stock Holding History

Concord Wealth Partners’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 		$8.25K Buy
+147
New +$8.95K ﹤0.01% 598
2026
Q1 		– Sell
-147
Closed -$7.44K – 568
2025
Q4 		$7.44K Hold
147
– – ﹤0.01% 570
2025
Q3 		$9.87K Buy
+147
New +$9.25K ﹤0.01% 541

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

Concord Wealth Partners's MP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in MP Materials (MP) in Q2 2026: 147 shares worth $8.25K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MP as recently as Q4 2025.

Concord Wealth Partners first reported a position in MP in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.87K in Q3 2025. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Concord Wealth Partners held 147 shares of MP Materials worth $8.25K as of Q2 2026.
  • MP Materials was a new Concord Wealth Partners position in Q2 2026.
  • MP Materials made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #598 holding.
  • Concord Wealth Partners first reported a position in MP Materials in Q3 2025 and has held it in 3 quarters since.
  • Concord Wealth Partners's MP Materials position peaked at $9.87K in Q3 2025.
  • 751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.