KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s MP Materials MP Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
-3,381
Closed -$227K – 90
2025
Q3 		$227K Buy
+3,381
New +$213K 0.17% 74

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's MP Position: Q4 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of MP Materials (MP) in Q4 2025, closing a stake of 3,381 shares — an estimated $227K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in MP in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 724 funds tracked by Wall St. Rank hold MP as of Q4 2025.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining MP Materials position as of Q4 2025 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 3,381 MP Materials shares in Q4 2025, an estimated $227K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in MP Materials in Q3 2025 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's MP Materials position peaked at $227K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held MP Materials as of Q4 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.