NWAG
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Net Worth Advisory Group’s MP Materials MP Stock Holding History

Net Worth Advisory Group’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 		$319K Sell
5,690
-418
-7% -$25.4K 0.08% 267
2026
Q1 		$295K Sell
6,108
-360
-6% -$21.5K 0.06% 309
2025
Q4 		$327K Sell
6,468
-15
-0.2% -$951 0.07% 289
2025
Q3 		$435K Sell
6,483
-369
-5% -$23.2K 0.13% 187
2025
Q2 		$228K Buy
+6,852
New +$175K 0.05% 375

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

Net Worth Advisory Group's MP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its MP Materials (MP) stake by 6.8% in Q2 2026, selling an estimated $25.4K and leaving 5,690 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #267.

Net Worth Advisory Group first reported a position in MP in Q2 2025 and has held it in 5 quarters since. The position peaked at $435K in Q3 2025. 752 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Net Worth Advisory Group held 5,690 shares of MP Materials worth $319K as of Q2 2026.
  • Net Worth Advisory Group sold 418 MP Materials shares in Q2 2026, an estimated $25.4K.
  • MP Materials made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #267 holding.
  • Net Worth Advisory Group first reported a position in MP Materials in Q2 2025 and has held it in 5 quarters since.
  • Net Worth Advisory Group's MP Materials position peaked at $435K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.