Kingswood Wealth Advisors’s MP Materials MP Stock Holding History

Kingswood 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
2025 Q4	–	Sell	-3,589	Closed	-$241K	–	896
2025 Q3	$241K	Buy	+3,589	New	+$226K	0.01%	704

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Kingswood Wealth Advisors's MP Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of MP Materials (MP) in Q4 2025, closing a stake of 3,589 shares — an estimated $241K sold.

Kingswood Wealth Advisors first reported a position in MP in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 726 funds tracked by Wall St. Rank hold MP as of Q4 2025.

Kingswood Wealth Advisors reported no remaining MP Materials position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,589 MP Materials shares in Q4 2025, an estimated $241K.
Kingswood Wealth Advisors first reported a position in MP Materials in Q3 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's MP Materials position peaked at $241K in Q3 2025.
726 funds tracked by Wall St. Rank held MP Materials as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.