PWMA
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Pension & Wealth Management Advisors’s MP Materials MP Stock Holding History

Pension & Wealth Management 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
Q2 		$22.4K Hold
400
– – 0.01% 391
2026
Q1 		$19.3K Hold
400
– – 0.01% 366
2025
Q4 		$20.2K Buy
+400
New +$25.4K 0.01% 376

Other funds holding MP

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Pension & Wealth Management Advisors's MP Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its MP Materials (MP) position steady in Q2 2026 at 400 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #391.

Pension & Wealth Management Advisors first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Pension & Wealth Management Advisors held 400 shares of MP Materials worth $22.4K as of Q2 2026.
  • Pension & Wealth Management Advisors left its MP Materials share count unchanged in Q2 2026.
  • MP Materials made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #391 holding.
  • Pension & Wealth Management Advisors first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.