LOWM
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Laurel Oak Wealth Management’s MP Materials MP Stock Holding History

Laurel Oak Wealth Management’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 		$361K Buy
6,438
+37
+0.6% +$2.25K 0.05% 252
2026
Q1 		$309K Sell
6,401
-73
-1% -$4.37K 0.05% 269
2025
Q4 		$327K Buy
+6,474
New +$411K 0.06% 252

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

Laurel Oak Wealth Management's MP Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its MP Materials (MP) stake by 0.58% in Q2 2026, buying an estimated $2.25K and bringing the position to 6,438 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #252.

Laurel Oak Wealth Management first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 752 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Laurel Oak Wealth Management held 6,438 shares of MP Materials worth $361K as of Q2 2026.
  • Laurel Oak Wealth Management bought 37 MP Materials shares in Q2 2026, an estimated $2.25K.
  • MP Materials made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Laurel Oak Wealth Management first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • 752 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.