Primoris Wealth Advisors’s MP Materials MP Stock Holding History

Primoris Wealth 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
2025 Q3	–	Sell	-8,500	Closed	-$283K	–	114
2025 Q2	$283K	Buy	+8,500	New	+$217K	0.19%	81

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primoris Wealth Advisors's MP Position: Q3 2025 in Review

Primoris Wealth Advisors sold out of MP Materials (MP) in Q3 2025, closing a stake of 8,500 shares — an estimated $283K sold.

Primoris Wealth Advisors first reported a position in MP in Q2 2025 and held it in 1 quarter. The position peaked at $283K in Q2 2025. 677 funds tracked by Wall St. Rank hold MP as of Q3 2025.

Primoris Wealth Advisors reported no remaining MP Materials position as of Q3 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 8,500 MP Materials shares in Q3 2025, an estimated $283K.
Primoris Wealth Advisors first reported a position in MP Materials in Q2 2025 and held it in 1 quarter.
Primoris Wealth Advisors's MP Materials position peaked at $283K in Q2 2025.
677 funds tracked by Wall St. Rank held MP Materials as of Q3 2025.

Based on Primoris Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.