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True Wealth Design’s MP Materials MP Stock Holding History

True Wealth Design’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 		$237 Sell
5
-5
-50% -$254 ﹤0.01% 2317
2026
Q2 		$561 Hold
10
– – ﹤0.01% 2170
2026
Q1 		$483 Hold
10
– – ﹤0.01% 2065
2025
Q4 		$506 Sell
10
-2
-17% -$127 ﹤0.01% 1945
2025
Q3 		$805 Hold
12
– – ﹤0.01% 1828
2025
Q2 		$400 Buy
12
+5
+71% +$128 ﹤0.01% 1828
2025
Q1 		$171 Buy
+7
New +$163 ﹤0.01% 2017

Other funds holding MP

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 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
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

True Wealth Design's MP Position: Q3 2026 in Review

True Wealth Design reduced its MP Materials (MP) stake by 50% in Q3 2026, selling an estimated $254 and leaving 5 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

True Wealth Design first reported a position in MP in Q1 2025 and has held it in 7 quarters since. The position peaked at $805 in Q3 2025. 72 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • True Wealth Design held 5 shares of MP Materials worth $237 as of Q3 2026.
  • True Wealth Design sold 5 MP Materials shares in Q3 2026, an estimated $254.
  • MP Materials made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2317 holding.
  • True Wealth Design first reported a position in MP Materials in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's MP Materials position peaked at $805 in Q3 2025.
  • 72 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.