PWM
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Peterson Wealth Management’s MP Materials MP Stock Holding History

Peterson 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 		$57.4K Buy
1,025
+300
+41% +$18.3K 0.03% 73
2026
Q1 		$35K Buy
+725
New +$43.4K 0.02% 88

Other funds holding MP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Peterson Wealth Management increased its MP Materials (MP) stake by 41% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,025 shares worth $57.4K. The position accounts for 0.03% of the portfolio, ranked #73.

Peterson Wealth Management first reported a position in MP in Q1 2026 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Peterson Wealth Management held 1,025 shares of MP Materials worth $57.4K as of Q2 2026.
  • Peterson Wealth Management bought 300 MP Materials shares in Q2 2026, an estimated $18.3K.
  • MP Materials made up 0.03% of Peterson Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Peterson Wealth Management first reported a position in MP Materials in Q1 2026 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.