HWA
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HHM Wealth Advisors’s MP Materials MP Stock Holding History

HHM 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
2026
Q2 		$4.2K Sell
75
-75
-50% -$4.56K ﹤0.01% 749
2026
Q1 		$7.24K Buy
150
+123
+456% +$7.36K ﹤0.01% 680
2025
Q4 		$1.36K Hold
27
– – ﹤0.01% 784
2025
Q3 		$1.81K Buy
+27
New +$1.7K ﹤0.01% 789

Other funds holding MP

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

HHM Wealth Advisors's MP Position: Q2 2026 in Review

HHM Wealth Advisors reduced its MP Materials (MP) stake by 50% in Q2 2026, selling an estimated $4.56K and leaving 75 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

HHM Wealth Advisors first reported a position in MP in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.24K in Q1 2026. 197 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • HHM Wealth Advisors held 75 shares of MP Materials worth $4.2K as of Q2 2026.
  • HHM Wealth Advisors sold 75 MP Materials shares in Q2 2026, an estimated $4.56K.
  • MP Materials made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #749 holding.
  • HHM Wealth Advisors first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • HHM Wealth Advisors's MP Materials position peaked at $7.24K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.