Evermay Wealth Management’s MP Materials MP Stock Holding History

Evermay 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	$1.12K	Sell	20 -30	-60%	-$1.83K	﹤0.01%	613
2026 Q1	$2.41K	Hold	50	–	–	﹤0.01%	541
2025 Q4	$2.53K	Sell	50 -85	-63%	-$5.39K	﹤0.01%	505
2025 Q3	$9.05K	Hold	135	–	–	﹤0.01%	452
2025 Q2	$4.49K	Sell	135 -115	-46%	-$2.94K	﹤0.01%	480
2025 Q1	$6.1K	Sell	250 -160	-39%	-$3.72K	﹤0.01%	475
2024 Q4	$6.4K	Buy	410 +75	+22%	+$1.39K	﹤0.01%	477
2024 Q3	$5.91K	Hold	335	–	–	﹤0.01%	497
2024 Q2	$4.26K	Buy	+335	New	+$5.26K	﹤0.01%	503
2023 Q2	–	Sell	-25	Closed	-$705	–	563
2023 Q1	$705	Hold	25	–	–	﹤0.01%	508
2022 Q4	$607	Hold	25	–	–	﹤0.01%	521
2022 Q3	$1K	Buy	+25	New	+$817	﹤0.01%	500
2022 Q2	–	Sell	-50	Closed	-$3K	–	548
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	475
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	478
2021 Q3	$2K	Sell	50 -14	-22%	-$487	﹤0.01%	435
2021 Q2	$2K	Buy	+64	New	+$1.99K	﹤0.01%	482

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

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

Evermay Wealth Management reduced its MP Materials (MP) stake by 60% in Q2 2026, selling an estimated $1.83K and leaving 20 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Evermay Wealth Management first reported a position in MP in Q2 2021 and has held it in 16 quarters since. The position peaked at $9.05K in Q3 2025. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Evermay Wealth Management held 20 shares of MP Materials worth $1.12K as of Q2 2026.
Evermay Wealth Management sold 30 MP Materials shares in Q2 2026, an estimated $1.83K.
MP Materials made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #613 holding.
Evermay Wealth Management first reported a position in MP Materials in Q2 2021 and has held it in 16 quarters since.
Evermay Wealth Management's MP Materials position peaked at $9.05K in Q3 2025.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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