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Cornerstone Wealth Management’s MP Materials MP Stock Holding History

Cornerstone 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
Q3 		$261K Sell
5,520
-6,116
-53% -$310K 0.01% 641
2026
Q2 		$652K Buy
11,636
+1,632
+16% +$99.3K 0.03% 429
2026
Q1 		$483K Buy
10,004
+5,868
+142% +$351K 0.02% 457
2025
Q4 		$209K Buy
+4,136
New +$262K 0.01% 648

Other funds holding MP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return

Cornerstone Wealth Management's MP Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its MP Materials (MP) stake by 53% in Q3 2026, selling an estimated $310K and leaving 5,520 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #641.

Cornerstone Wealth Management first reported a position in MP in Q4 2025 and has held it in 4 quarters since. The position peaked at $652K in Q2 2026. 369 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Cornerstone Wealth Management held 5,520 shares of MP Materials worth $261K as of Q3 2026.
  • Cornerstone Wealth Management sold 6,116 MP Materials shares in Q3 2026, an estimated $310K.
  • MP Materials made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #641 holding.
  • Cornerstone Wealth Management first reported a position in MP Materials in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's MP Materials position peaked at $652K in Q2 2026.
  • 369 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.