SWA
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SOA Wealth Advisors’s MP Materials MP Stock Holding History

SOA 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
-208
Closed -$6.92K – 914
2025
Q2 		$6.92K Hold
208
– – ﹤0.01% 632
2025
Q1 		$5.08K Buy
+208
New +$4.83K ﹤0.01% 632
2024
Q3 		– Sell
-100
Closed -$1.27K – 853
2024
Q2 		$1.27K Hold
100
– – ﹤0.01% 713
2024
Q1 		$1.43K Hold
100
– – ﹤0.01% 738
2023
Q4 		$1.99K Hold
100
– – ﹤0.01% 700
2023
Q3 		$1.91K Hold
100
– – ﹤0.01% 721
2023
Q2 		$2.29K Hold
100
– – ﹤0.01% 711
2023
Q1 		$2.82K Hold
100
– – ﹤0.01% 689
2022
Q4 		$2.43K Hold
100
– – ﹤0.01% 715
2022
Q3 		$2K Hold
100
– – ﹤0.01% 715
2022
Q2 		$3K Hold
100
– – ﹤0.01% 650
2022
Q1 		$5K Buy
+100
New +$4.4K ﹤0.01% 689

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SOA Wealth Advisors sold out of MP Materials (MP) in Q3 2025, closing a stake of 208 shares — an estimated $6.92K sold.

SOA Wealth Advisors first reported a position in MP in Q1 2022 and held it in 12 quarters. The position peaked at $6.92K in Q2 2025. 677 funds tracked by Wall St. Rank hold MP as of Q3 2025.

  • SOA Wealth Advisors reported no remaining MP Materials position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 208 MP Materials shares in Q3 2025, an estimated $6.92K.
  • SOA Wealth Advisors first reported a position in MP Materials in Q1 2022 and held it in 12 quarters.
  • SOA Wealth Advisors's MP Materials position peaked at $6.92K in Q2 2025.
  • 677 funds tracked by Wall St. Rank held MP Materials as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.