Creative Planning
MP icon

Creative Planning’s MP Materials MP Stock Holding History

Creative Planning’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
Q1 		$2.71M Buy
56,153
+5,856
+12% +$350K ﹤0.01% 1669
2025
Q4 		$2.54M Sell
50,297
-1,194
-2% -$75.7K ﹤0.01% 1526
2025
Q3 		$3.45M Buy
51,491
+5,302
+11% +$334K ﹤0.01% 1107
2025
Q2 		$1.54M Buy
46,189
+1,394
+3% +$35.6K ﹤0.01% 1524
2025
Q1 		$1.09M Sell
44,795
-471
-1% -$10.9K ﹤0.01% 1648
2024
Q4 		$706K Sell
45,266
-1,605
-3% -$29.8K ﹤0.01% 1916
2024
Q3 		$827K Buy
46,871
+32,176
+219% +$437K ﹤0.01% 1670
2024
Q2 		$187K Buy
14,695
+911
+7% +$14.3K ﹤0.01% 2692
2024
Q1 		$197K Buy
13,784
+3,372
+32% +$53.3K ﹤0.01% 2572
2023
Q4 		$207K Sell
10,412
-377
-3% -$6.43K ﹤0.01% 2402
2023
Q3 		$206K Sell
10,789
-2,135
-17% -$47.4K ﹤0.01% 2222
2023
Q2 		$296K Buy
12,924
+4,044
+46% +$92.7K ﹤0.01% 1921
2023
Q1 		$250K Buy
8,880
+193
+2% +$5.84K ﹤0.01% 1953
2022
Q4 		$211K Buy
8,687
+963
+12% +$29.2K ﹤0.01% 1989
2022
Q3 		$211K Buy
7,724
+21
+0.3% +$686 ﹤0.01% 1873
2022
Q2 		$247K Sell
7,703
-630
-8% -$25.4K ﹤0.01% 1738
2022
Q1 		$478K Buy
+8,333
New +$367K ﹤0.01% 1339
2021
Q2 		– Sell
-12,840
Closed -$462K – 2387
2021
Q1 		$462K Buy
12,840
+1,838
+17% +$67.9K ﹤0.01% 1489
2020
Q4 		$354K Buy
+11,002
New +$213K ﹤0.01% 1515

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's MP Position: Q1 2026 in Review

Creative Planning increased its MP Materials (MP) stake by 12% in Q1 2026, buying an estimated $350K and bringing the position to 56,153 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Creative Planning first reported a position in MP in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.45M in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Creative Planning held 56,153 shares of MP Materials worth $2.71M as of Q1 2026.
  • Creative Planning bought 5,856 MP Materials shares in Q1 2026, an estimated $350K.
  • MP Materials made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1669 holding.
  • Creative Planning first reported a position in MP Materials in Q4 2020 and has held it in 19 quarters since.
  • Creative Planning's MP Materials position peaked at $3.45M in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.