Greenline Wealth Management’s MP Materials MP Stock Holding History

Greenline 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	–	Sell	-395	Closed	-$20K	–	347
2025 Q4	$20K	Buy	+395	New	+$25K	0.02%	271

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Greenline Wealth Management sold out of MP Materials (MP) in Q1 2026, closing a stake of 395 shares — an estimated $20K sold.

Greenline Wealth Management first reported a position in MP in Q4 2025 and held it in 1 quarter. The position peaked at $20K in Q4 2025. 718 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Greenline Wealth Management reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 395 MP Materials shares in Q1 2026, an estimated $20K.
Greenline Wealth Management first reported a position in MP Materials in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's MP Materials position peaked at $20K in Q4 2025.
718 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.