IWC
MP icon

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
Q2 		$659K Sell
11,772
-709
-6% -$43.1K ﹤0.01% 1492
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

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

Integrated Wealth Concepts's MP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its MP Materials (MP) stake by 5.7% in Q2 2026, selling an estimated $43.1K and leaving 11,772 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Integrated Wealth Concepts first reported a position in MP in Q4 2021 and has held it in 11 quarters since. The position peaked at $751K in Q3 2025. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Integrated Wealth Concepts held 11,772 shares of MP Materials worth $659K as of Q2 2026.
  • Integrated Wealth Concepts sold 709 MP Materials shares in Q2 2026, an estimated $43.1K.
  • MP Materials made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1492 holding.
  • Integrated Wealth Concepts first reported a position in MP Materials in Q4 2021 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's MP Materials position peaked at $751K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.