Sheets Smith Wealth Management
MP icon

Sheets Smith Wealth Management’s MP Materials MP Stock Holding History

Sheets Smith 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
Q3 		– Sell
-9,450
Closed -$529K – 406
2026
Q2 		$529K Hold
9,450
– – 0.05% 294
2026
Q1 		$456K Sell
9,450
-24
-0.3% -$1.44K 0.05% 299
2025
Q4 		$479K Buy
+9,474
New +$601K 0.05% 281

Other funds holding MP

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Sheets Smith Wealth Management's MP Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of MP Materials (MP) in Q3 2026, closing a stake of 9,450 shares — an estimated $529K sold.

Sheets Smith Wealth Management first reported a position in MP in Q4 2025 and held it in 3 quarters. The position peaked at $529K in Q2 2026. 72 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining MP Materials position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,450 MP Materials shares in Q3 2026, an estimated $529K.
  • Sheets Smith Wealth Management first reported a position in MP Materials in Q4 2025 and held it in 3 quarters.
  • Sheets Smith Wealth Management's MP Materials position peaked at $529K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.