SWM
MP icon

SHP Wealth Management’s MP Materials MP Stock Holding History

SHP 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 		$49.7K Buy
887
+458
+107% +$27.9K ﹤0.01% 548
2026
Q1 		$20.7K Buy
429
+29
+7% +$1.73K ﹤0.01% 715
2025
Q4 		$20.2K Buy
+400
New +$25.4K ﹤0.01% 683

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SHP Wealth Management increased its MP Materials (MP) stake by 107% in Q2 2026, buying an estimated $27.9K and bringing the position to 887 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

SHP Wealth Management first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • SHP Wealth Management held 887 shares of MP Materials worth $49.7K as of Q2 2026.
  • SHP Wealth Management bought 458 MP Materials shares in Q2 2026, an estimated $27.9K.
  • MP Materials made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #548 holding.
  • SHP Wealth Management first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.