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Perigon Wealth Management’s MP Materials MP Stock Holding History

Perigon Wealth Management’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
Q1 		$245K Buy
5,075
+514
+11% +$30.7K ﹤0.01% 1109
2025
Q4 		$230K Sell
4,561
-564
-11% -$35.8K ﹤0.01% 1157
2025
Q3 		$344K Buy
+5,125
New +$322K 0.01% 890
2022
Q2 		– Sell
-5,245
Closed -$301K – 602
2022
Q1 		$301K Buy
+5,245
New +$231K 0.02% 454
2021
Q1 		– Sell
-2,125
Closed -$68K – 824
2020
Q4 		$68K Buy
+2,125
New +$41.1K 0.01% 648

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Perigon Wealth Management's MP Position: Q1 2026 in Review

Perigon Wealth Management increased its MP Materials (MP) stake by 11% in Q1 2026, buying an estimated $30.7K and bringing the position to 5,075 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Perigon Wealth Management first reported a position in MP in Q4 2020 and has held it in 5 quarters since. The position peaked at $344K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Perigon Wealth Management held 5,075 shares of MP Materials worth $245K as of Q1 2026.
  • Perigon Wealth Management bought 514 MP Materials shares in Q1 2026, an estimated $30.7K.
  • MP Materials made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1109 holding.
  • Perigon Wealth Management first reported a position in MP Materials in Q4 2020 and has held it in 5 quarters since.
  • Perigon Wealth Management's MP Materials position peaked at $344K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.