Next Level Wealth Planning
MP icon

Next Level Wealth Planning’s MP Materials MP Stock Holding History

Next Level Wealth 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
2026
Q3 		$8.28K Buy
+175
New +$8.88K ﹤0.01% 349

Other funds holding MP

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 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
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Next Level Wealth Planning's MP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in MP Materials (MP) in Q3 2026: 175 shares worth $8.28K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

341 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Next Level Wealth Planning held 175 shares of MP Materials worth $8.28K as of Q3 2026.
  • MP Materials was a new Next Level Wealth Planning position in Q3 2026.
  • MP Materials made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #349 holding.
  • 341 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.