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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
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

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM

Strategic Planning Group's MP Position: Q2 2026 in Review

Strategic Planning Group increased its MP Materials (MP) stake by 3% in Q2 2026, buying an estimated $108K and bringing the position to 60,076 shares worth $3.36M. The position accounts for 0.37% of the portfolio, ranked #51.

Strategic Planning Group first reported a position in MP in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Strategic Planning Group held 60,076 shares of MP Materials worth $3.36M as of Q2 2026.
  • Strategic Planning Group bought 1,769 MP Materials shares in Q2 2026, an estimated $108K.
  • MP Materials made up 0.37% of Strategic Planning Group's portfolio in Q2 2026, its #51 holding.
  • Strategic Planning Group first reported a position in MP Materials in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.