Private Wealth Management Group’s MP Materials MP Stock Holding History

Private Wealth Management Group’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 Q3	$899	Hold	19	–	–	﹤0.01%	1351
2026 Q2	$1.06K	Hold	19	–	–	﹤0.01%	1292
2026 Q1	$917	Hold	19	–	–	﹤0.01%	1267
2025 Q4	$960	Sell	19 -24	-56%	-$1.52K	﹤0.01%	1280
2025 Q3	$2.88K	Sell	43 -5	-10%	-$315	﹤0.01%	992
2025 Q2	$1.6K	Hold	48	–	–	﹤0.01%	1154
2025 Q1	$1.17K	Hold	48	–	–	﹤0.01%	1220
2024 Q4	$749	Hold	48	–	–	﹤0.01%	1364
2024 Q3	$848	Buy	+48	New	+$652	﹤0.01%	1329

Other funds holding MP

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Wealth Management Group's MP Position: Q3 2026 in Review

Private Wealth Management Group held its MP Materials (MP) position steady in Q3 2026 at 19 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Private Wealth Management Group first reported a position in MP in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.88K in Q3 2025. 128 funds tracked by Wall St. Rank hold MP as of Q3 2026.

Private Wealth Management Group held 19 shares of MP Materials worth $899 as of Q3 2026.
Private Wealth Management Group left its MP Materials share count unchanged in Q3 2026.
MP Materials made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1351 holding.
Private Wealth Management Group first reported a position in MP Materials in Q3 2024 and has held it in 9 quarters since.
Private Wealth Management Group's MP Materials position peaked at $2.88K in Q3 2025.
128 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.