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 Q2	$691K	Buy	12,333 +7,258	+143%	+$442K	0.01%	736
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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perigon Wealth Management's MP Position: Q2 2026 in Review

Perigon Wealth Management increased its MP Materials (MP) stake by 143% in Q2 2026, buying an estimated $442K and bringing the position to 12,333 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #736.

Perigon Wealth Management first reported a position in MP in Q4 2020 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Perigon Wealth Management held 12,333 shares of MP Materials worth $691K as of Q2 2026.
Perigon Wealth Management bought 7,258 MP Materials shares in Q2 2026, an estimated $442K.
MP Materials made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #736 holding.
Perigon Wealth Management first reported a position in MP Materials in Q4 2020 and has held it in 6 quarters since.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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