EWA
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EverSource Wealth Advisors’s MP Materials MP Stock Holding History

EverSource Wealth Advisors’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 		$2.33M Buy
41,561
+39,225
+1,679% +$2.39M 0.08% 198
2026
Q1 		$113K Buy
2,336
+679
+41% +$40.6K ﹤0.01% 1362
2025
Q4 		$83.7K Sell
1,657
-9
-0.5% -$571 ﹤0.01% 1407
2025
Q3 		$112K Sell
1,666
-162
-9% -$10.2K ﹤0.01% 1221
2025
Q2 		$60.8K Buy
1,828
+1,047
+134% +$26.7K ﹤0.01% 1501
2025
Q1 		$19.1K Buy
781
+270
+53% +$6.27K ﹤0.01% 1709
2024
Q4 		$7.97K Buy
511
+9
+2% +$167 ﹤0.01% 2118
2024
Q3 		$8.86K Buy
502
+157
+46% +$2.13K ﹤0.01% 1941
2024
Q2 		$4.66K Buy
345
+220
+176% +$3.45K ﹤0.01% 2246
2024
Q1 		$2K Sell
125
-418
-77% -$6.61K ﹤0.01% 2384
2023
Q4 		$10.8K Buy
543
+422
+349% +$7.2K ﹤0.01% 1527
2023
Q3 		$2.31K Sell
121
-159
-57% -$3.53K ﹤0.01% 1965
2023
Q2 		$6.41K Buy
280
+218
+352% +$5K ﹤0.01% 1626
2023
Q1 		$1.75K Sell
62
-7
-10% -$212 ﹤0.01% 1974
2022
Q4 		$1.68K Sell
69
-47
-41% -$1.42K ﹤0.01% 1967
2022
Q3 		$3K Buy
116
+58
+100% +$1.9K ﹤0.01% 1556
2022
Q2 		$2K Sell
58
-155
-73% -$6.25K ﹤0.01% 1534
2022
Q1 		$12K Buy
213
+155
+267% +$6.82K ﹤0.01% 912
2021
Q4 		$3K Buy
+58
New +$2.29K ﹤0.01% 1440

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's MP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its MP Materials (MP) stake by 1,679% in Q2 2026, buying an estimated $2.39M and bringing the position to 41,561 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #198.

EverSource Wealth Advisors first reported a position in MP in Q4 2021 and has held it in 19 quarters since. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • EverSource Wealth Advisors held 41,561 shares of MP Materials worth $2.33M as of Q2 2026.
  • EverSource Wealth Advisors bought 39,225 MP Materials shares in Q2 2026, an estimated $2.39M.
  • MP Materials made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • EverSource Wealth Advisors first reported a position in MP Materials in Q4 2021 and has held it in 19 quarters since.
  • 757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.