FFM
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Forum Financial Management’s MP Materials MP Stock Holding History

Forum Financial 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 		– Sell
-6,881
Closed -$348K – 733
2025
Q4 		$348K Buy
6,881
+255
+4% +$16.2K ﹤0.01% 671
2025
Q3 		$444K Buy
6,626
+14
+0.2% +$881 0.01% 516
2025
Q2 		$220K Buy
+6,612
New +$169K ﹤0.01% 854

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Forum Financial Management's MP Position: Q1 2026 in Review

Forum Financial Management sold out of MP Materials (MP) in Q1 2026, closing a stake of 6,881 shares — an estimated $348K sold.

Forum Financial Management first reported a position in MP in Q2 2025 and held it in 3 quarters. The position peaked at $444K in Q3 2025. 715 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Forum Financial Management reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,881 MP Materials shares in Q1 2026, an estimated $348K.
  • Forum Financial Management first reported a position in MP Materials in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's MP Materials position peaked at $444K in Q3 2025.
  • 715 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.