HWM
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HB Wealth Management’s MP Materials MP Stock Holding History

HB 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
Q2 		$554K Sell
9,895
-2,733
-22% -$166K ﹤0.01% 1045
2026
Q1 		$609K Buy
12,628
+6,095
+93% +$365K ﹤0.01% 885
2025
Q4 		$330K Buy
6,533
+435
+7% +$27.6K ﹤0.01% 1091
2025
Q3 		$409K Buy
+6,098
New +$384K ﹤0.01% 941

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

HB Wealth Management's MP Position: Q2 2026 in Review

HB Wealth Management reduced its MP Materials (MP) stake by 22% in Q2 2026, selling an estimated $166K and leaving 9,895 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

HB Wealth Management first reported a position in MP in Q3 2025 and has held it in 4 quarters since. The position peaked at $609K in Q1 2026. 752 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • HB Wealth Management held 9,895 shares of MP Materials worth $554K as of Q2 2026.
  • HB Wealth Management sold 2,733 MP Materials shares in Q2 2026, an estimated $166K.
  • MP Materials made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • HB Wealth Management first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • HB Wealth Management's MP Materials position peaked at $609K in Q1 2026.
  • 752 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.