Toth Financial Advisory’s MP Materials MP Stock Holding History

Toth Financial Advisory’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	$23.6K	Sell	500 -20	-4%	-$1.01K	﹤0.01%	488
2026 Q2	$29.1K	Buy	520 +220	+73%	+$13.4K	﹤0.01%	454
2026 Q1	$14.5K	Hold	300	–	–	﹤0.01%	516
2025 Q4	$15.2K	Buy	300 +175	+140%	+$11.1K	﹤0.01%	506
2025 Q3	$8.38K	Buy	+125	New	+$7.86K	﹤0.01%	546
2023 Q3	–	Sell	-40	Closed	-$916	–	818
2023 Q2	$916	Hold	40	–	–	﹤0.01%	733
2023 Q1	$1.13K	Hold	40	–	–	﹤0.01%	744
2022 Q4	$971	Hold	40	–	–	﹤0.01%	665
2022 Q3	$1K	Buy	+40	New	+$1.31K	﹤0.01%	703
2022 Q1	–	Sell	-50	Closed	-$2K	–	770
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	655
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	661
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	600
2021 Q1	$2K	Buy	+50	New	+$1.85K	﹤0.01%	599

Other funds holding MP

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Toth Financial Advisory's MP Position: Q3 2026 in Review

Toth Financial Advisory reduced its MP Materials (MP) stake by 3.8% in Q3 2026, selling an estimated $1.01K and leaving 500 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Toth Financial Advisory first reported a position in MP in Q1 2021 and has held it in 13 quarters since. The position peaked at $29.1K in Q2 2026. 26 funds tracked by Wall St. Rank hold MP as of Q3 2026.

Toth Financial Advisory held 500 shares of MP Materials worth $23.6K as of Q3 2026.
Toth Financial Advisory sold 20 MP Materials shares in Q3 2026, an estimated $1.01K.
MP Materials made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #488 holding.
Toth Financial Advisory first reported a position in MP Materials in Q1 2021 and has held it in 13 quarters since.
Toth Financial Advisory's MP Materials position peaked at $29.1K in Q2 2026.
26 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.