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Dogwood Wealth Management’s MP Materials MP Stock Holding History

Dogwood 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
Q2 		$14.3K Buy
255
+70
+38% +$4.26K 0.01% 317
2026
Q1 		$8.93K Buy
185
+121
+189% +$7.24K ﹤0.01% 363
2025
Q4 		$3.23K Buy
+64
New +$4.06K ﹤0.01% 489

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's MP Position: Q2 2026 in Review

Dogwood Wealth Management increased its MP Materials (MP) stake by 38% in Q2 2026, buying an estimated $4.26K and bringing the position to 255 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #317.

Dogwood Wealth Management first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Dogwood Wealth Management held 255 shares of MP Materials worth $14.3K as of Q2 2026.
  • Dogwood Wealth Management bought 70 MP Materials shares in Q2 2026, an estimated $4.26K.
  • MP Materials made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Dogwood Wealth Management first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.