EWM
MP icon

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
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

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

Evermay Wealth Management's MP Position: Q1 2026 in Review

Evermay Wealth Management held its MP Materials (MP) position steady in Q1 2026 at 50 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Evermay Wealth Management first reported a position in MP in Q2 2021 and has held it in 15 quarters since. The position peaked at $9.05K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Evermay Wealth Management held 50 shares of MP Materials worth $2.41K as of Q1 2026.
  • Evermay Wealth Management left its MP Materials share count unchanged in Q1 2026.
  • MP Materials made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #541 holding.
  • Evermay Wealth Management first reported a position in MP Materials in Q2 2021 and has held it in 15 quarters since.
  • Evermay Wealth Management's MP Materials position peaked at $9.05K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.