Integrated Wealth Concepts’s MP Materials MP Stock Holding History

Integrated Wealth Concepts’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	$602K	Buy	12,481 +7,853	+170%	+$470K	﹤0.01%	1429
2025 Q4	$234K	Sell	4,628 -6,571	-59%	-$417K	﹤0.01%	1442
2025 Q3	$751K	Buy	+11,199	New	+$705K	0.01%	1136
2025 Q2	–	Sell	-8,969	Closed	-$219K	–	1970
2025 Q1	$219K	Buy	+8,969	New	+$208K	﹤0.01%	1576
2024 Q1	–	Sell	-11,850	Closed	-$235K	–	1686
2023 Q4	$235K	Hold	11,850	–	–	﹤0.01%	1389
2023 Q3	$226K	Sell	11,850 -1,525	-11%	-$33.8K	﹤0.01%	1360
2023 Q2	$306K	Buy	13,375 +40	+0.3%	+$917	0.01%	1209
2023 Q1	$376K	Buy	+13,335	New	+$403K	0.01%	960
2022 Q2	–	Sell	-5,400	Closed	-$310K	–	1038
2022 Q1	$310K	Sell	5,400 -4,368	-45%	-$192K	0.01%	727
2021 Q4	$444K	Buy	+9,768	New	+$385K	0.01%	637

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Integrated Wealth Concepts increased its MP Materials (MP) stake by 170% in Q1 2026, buying an estimated $470K and bringing the position to 12,481 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Integrated Wealth Concepts first reported a position in MP in Q4 2021 and has held it in 10 quarters since. The position peaked at $751K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Integrated Wealth Concepts held 12,481 shares of MP Materials worth $602K as of Q1 2026.
Integrated Wealth Concepts bought 7,853 MP Materials shares in Q1 2026, an estimated $470K.
MP Materials made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1429 holding.
Integrated Wealth Concepts first reported a position in MP Materials in Q4 2021 and has held it in 10 quarters since.
Integrated Wealth Concepts's MP Materials position peaked at $751K in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.