Heartwood Wealth Advisors’s MP Materials MP Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-107	Closed	-$7.18K	–	451
2025 Q3	$7.18K	Buy	+107	New	+$6.73K	﹤0.01%	399

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's MP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of MP Materials (MP) in Q4 2025, closing a stake of 107 shares — an estimated $7.18K sold.

Heartwood Wealth Advisors first reported a position in MP in Q3 2025 and held it in 1 quarter. The position peaked at $7.18K in Q3 2025. 727 funds tracked by Wall St. Rank hold MP as of Q4 2025.

Heartwood Wealth Advisors reported no remaining MP Materials position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 107 MP Materials shares in Q4 2025, an estimated $7.18K.
Heartwood Wealth Advisors first reported a position in MP Materials in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's MP Materials position peaked at $7.18K in Q3 2025.
727 funds tracked by Wall St. Rank held MP Materials as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.