Shelton Wealth Management’s MP Materials MP Stock Holding History

Shelton 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 Q1	–	Sell	-2,500	Closed	-$126K	–	161
2025 Q4	$126K	Sell	2,500 -1,000	-29%	-$63.4K	0.05%	141
2025 Q3	$235K	Buy	+3,500	New	+$220K	0.11%	120

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VanEck Associates New York $133B AUM 72.99% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Shelton Wealth Management's MP Position: Q1 2026 in Review

Shelton Wealth Management sold out of MP Materials (MP) in Q1 2026, closing a stake of 4,438 shares — an estimated $224K sold.

Shelton Wealth Management first reported a position in MP in Q3 2025 and held it in 2 quarters. The position peaked at $266K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Shelton Wealth Management reported no remaining MP Materials position as of Q1 2026 after selling out during the quarter.
Shelton Wealth Management sold 4,438 MP Materials shares in Q1 2026, an estimated $224K.
Shelton Wealth Management first reported a position in MP Materials in Q3 2025 and held it in 2 quarters.
Shelton Wealth Management's MP Materials position peaked at $266K in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.