Olistico Wealth
MP icon

Olistico Wealth’s MP Materials MP Stock Holding History

Olistico 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
Q3 		$11.9K Hold
252
– – 0.01% 248
2026
Q2 		$14.1K Hold
252
– – 0.01% 229
2026
Q1 		$12.2K Hold
252
– – 0.01% 243
2025
Q4 		$12.7K Buy
+252
New +$16K 0.01% 242
2025
Q3 		– Sell
-55
Closed -$1.83K – 247
2025
Q2 		$1.83K Hold
55
– – ﹤0.01% 337
2025
Q1 		$1.34K Hold
55
– – ﹤0.01% 313
2024
Q4 		$858 Hold
55
– – ﹤0.01% 298
2024
Q3 		$971 Hold
55
– – ﹤0.01% 299
2024
Q2 		$700 Buy
+55
New +$863 ﹤0.01% 293

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

Olistico Wealth's MP Position: Q3 2026 in Review

Olistico Wealth held its MP Materials (MP) position steady in Q3 2026 at 252 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #248.

Olistico Wealth first reported a position in MP in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.1K in Q2 2026. 417 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Olistico Wealth held 252 shares of MP Materials worth $11.9K as of Q3 2026.
  • Olistico Wealth left its MP Materials share count unchanged in Q3 2026.
  • MP Materials made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #248 holding.
  • Olistico Wealth first reported a position in MP Materials in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's MP Materials position peaked at $14.1K in Q2 2026.
  • 417 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.