New Wave Wealth Advisors
MP icon

New Wave Wealth Advisors’s MP Materials MP Stock Holding History

New Wave Wealth Advisors’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
Q3 		$803K Buy
18,921
+11,151
+144% +$566K 0.21% 107
2026
Q2 		$435K Buy
+7,770
New +$473K 0.12% 147

Other funds holding MP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

New Wave Wealth Advisors's MP Position: Q3 2026 in Review

New Wave Wealth Advisors increased its MP Materials (MP) stake by 144% in Q3 2026, buying an estimated $566K and bringing the position to 18,921 shares worth $803K. The position accounts for 0.21% of the portfolio, ranked #107.

New Wave Wealth Advisors first reported a position in MP in Q2 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • New Wave Wealth Advisors held 18,921 shares of MP Materials worth $803K as of Q3 2026.
  • New Wave Wealth Advisors bought 11,151 MP Materials shares in Q3 2026, an estimated $566K.
  • MP Materials made up 0.21% of New Wave Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • New Wave Wealth Advisors first reported a position in MP Materials in Q2 2026 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.