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Mark Sheptoff Financial Planning’s MP Materials MP Stock Holding History

Mark Sheptoff Financial Planning’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
-3,000
Closed -$201K – 519
2025
Q3 		$201K Buy
+3,000
New +$189K 0.1% 102

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's MP Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of MP Materials (MP) in Q4 2025, closing a stake of 3,000 shares — an estimated $201K sold.

Mark Sheptoff Financial Planning first reported a position in MP in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 727 funds tracked by Wall St. Rank hold MP as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining MP Materials position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,000 MP Materials shares in Q4 2025, an estimated $201K.
  • Mark Sheptoff Financial Planning first reported a position in MP Materials in Q3 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's MP Materials position peaked at $201K in Q3 2025.
  • 727 funds tracked by Wall St. Rank held MP Materials as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.