HIW
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Holos Integrated Wealth’s MP Materials MP Stock Holding History

Holos Integrated Wealth’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
-200
Closed -$11K – 416
2025
Q4 		$11K Hold
200
– – 0.01% 199
2025
Q3 		$15.7K Hold
200
– – 0.01% 171
2025
Q2 		$14.9K Hold
200
– – 0.01% 173
2025
Q1 		$4.88K Hold
200
– – ﹤0.01% 230
2024
Q4 		$3.12K Buy
+200
New +$3.71K ﹤0.01% 258

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Holos Integrated Wealth's MP Position: Q1 2026 in Review

Holos Integrated Wealth sold out of MP Materials (MP) in Q1 2026, closing a stake of 200 shares — an estimated $11K sold.

Holos Integrated Wealth first reported a position in MP in Q4 2024 and held it in 5 quarters. The position peaked at $15.7K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Holos Integrated Wealth reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 200 MP Materials shares in Q1 2026, an estimated $11K.
  • Holos Integrated Wealth first reported a position in MP Materials in Q4 2024 and held it in 5 quarters.
  • Holos Integrated Wealth's MP Materials position peaked at $15.7K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Holos Integrated Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.