GWWM
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Great Waters Wealth Management’s MP Materials MP Stock Holding History

Great Waters 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
Q3 		$271K Hold
5,741
– – 0.02% 109
2026
Q2 		$322K Hold
5,741
– – 0.03% 103
2026
Q1 		$277K Hold
5,741
– – 0.03% 98
2025
Q4 		$290K Hold
5,741
– – 0.03% 94
2025
Q3 		$385K Buy
+5,741
New +$361K 0.05% 79

Other funds holding MP

PSC
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Great Waters Wealth Management's MP Position: Q3 2026 in Review

Great Waters Wealth Management held its MP Materials (MP) position steady in Q3 2026 at 5,741 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #109.

Great Waters Wealth Management first reported a position in MP in Q3 2025 and has held it in 5 quarters since. The position peaked at $385K in Q3 2025. 60 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Great Waters Wealth Management held 5,741 shares of MP Materials worth $271K as of Q3 2026.
  • Great Waters Wealth Management left its MP Materials share count unchanged in Q3 2026.
  • MP Materials made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Great Waters Wealth Management first reported a position in MP Materials in Q3 2025 and has held it in 5 quarters since.
  • Great Waters Wealth Management's MP Materials position peaked at $385K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.