Estate Planners Group’s MP Materials MP Stock Holding History

Estate Planners Group’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	–	Sell	-4,446	Closed	-$215K	–	79
2026 Q1	$215K	Buy	4,446 +406	+10%	+$24.3K	0.1%	68
2025 Q4	$204K	Buy	+4,040	New	+$256K	0.09%	74

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Estate Planners Group's MP Position: Q2 2026 in Review

Estate Planners Group sold out of MP Materials (MP) in Q2 2026, closing a stake of 4,446 shares — an estimated $215K sold.

Estate Planners Group first reported a position in MP in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Estate Planners Group reported no remaining MP Materials position as of Q2 2026 after selling out during the quarter.
Estate Planners Group sold 4,446 MP Materials shares in Q2 2026, an estimated $215K.
Estate Planners Group first reported a position in MP Materials in Q4 2025 and held it in 2 quarters.
Estate Planners Group's MP Materials position peaked at $215K in Q1 2026.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.