Strategic Planning Group
MP icon

Strategic Planning Group’s MP Materials MP Stock Holding History

Strategic Planning 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 		$2.57M Sell
54,265
-5,811
-10% -$295K 0.27% 48
2026
Q2 		$3.36M Buy
60,076
+1,769
+3% +$108K 0.37% 51
2026
Q1 		$2.81M Buy
+58,307
New +$3.49M 0.39% 49

Other funds holding MP

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Strategic Planning Group's MP Position: Q3 2026 in Review

Strategic Planning Group reduced its MP Materials (MP) stake by 9.7% in Q3 2026, selling an estimated $295K and leaving 54,265 shares worth $2.57M. The position accounts for 0.27% of the portfolio, ranked #48.

Strategic Planning Group first reported a position in MP in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.36M in Q2 2026. 128 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Strategic Planning Group held 54,265 shares of MP Materials worth $2.57M as of Q3 2026.
  • Strategic Planning Group sold 5,811 MP Materials shares in Q3 2026, an estimated $295K.
  • MP Materials made up 0.27% of Strategic Planning Group's portfolio in Q3 2026, its #48 holding.
  • Strategic Planning Group first reported a position in MP Materials in Q1 2026 and has held it in 3 quarters since.
  • Strategic Planning Group's MP Materials position peaked at $3.36M in Q2 2026.
  • 128 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.