Modera Wealth Management’s MP Materials MP Stock Holding History

Modera 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 Q1	–	Sell	-4,011	Closed	-$203K	–	657
2025 Q4	$203K	Sell	4,011 -808	-17%	-$51.2K	﹤0.01%	625
2025 Q3	$323K	Buy	+4,819	New	+$303K	﹤0.01%	526

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Modera Wealth Management's MP Position: Q1 2026 in Review

Modera Wealth Management sold out of MP Materials (MP) in Q1 2026, closing a stake of 4,011 shares — an estimated $203K sold.

Modera Wealth Management first reported a position in MP in Q3 2025 and held it in 2 quarters. The position peaked at $323K in Q3 2025. 713 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Modera Wealth Management reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
Modera Wealth Management sold 4,011 MP Materials shares in Q1 2026, an estimated $203K.
Modera Wealth Management first reported a position in MP Materials in Q3 2025 and held it in 2 quarters.
Modera Wealth Management's MP Materials position peaked at $323K in Q3 2025.
713 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.