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Morton Brown Family Wealth’s MP Materials MP Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-100
Closed -$4.83K – 420
2026
Q1 		$4.83K Hold
100
– – ﹤0.01% 226
2025
Q4 		$5.05K Hold
100
– – ﹤0.01% 228
2025
Q3 		$6.71K Buy
+100
New +$6.29K ﹤0.01% 206

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

Morton Brown Family Wealth's MP Position: Q2 2026 in Review

Morton Brown Family Wealth sold out of MP Materials (MP) in Q2 2026, closing a stake of 100 shares — an estimated $4.83K sold.

Morton Brown Family Wealth first reported a position in MP in Q3 2025 and held it in 3 quarters. The position peaked at $6.71K in Q3 2025. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Morton Brown Family Wealth reported no remaining MP Materials position as of Q2 2026 after selling out during the quarter.
  • Morton Brown Family Wealth sold 100 MP Materials shares in Q2 2026, an estimated $4.83K.
  • Morton Brown Family Wealth first reported a position in MP Materials in Q3 2025 and held it in 3 quarters.
  • Morton Brown Family Wealth's MP Materials position peaked at $6.71K in Q3 2025.
  • 751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.