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Waverly Advisors’s MP Materials MP Stock Holding History

Waverly 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
2026
Q1 		$209K Sell
4,336
-61
-1% -$3.65K ﹤0.01% 1471
2025
Q4 		$222K Buy
4,397
+1,055
+32% +$66.9K ﹤0.01% 1343
2025
Q3 		$224K Buy
+3,342
New +$210K ﹤0.01% 1162

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Waverly Advisors's MP Position: Q1 2026 in Review

Waverly Advisors reduced its MP Materials (MP) stake by 1.4% in Q1 2026, selling an estimated $3.65K and leaving 4,336 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Waverly Advisors first reported a position in MP in Q3 2025 and has held it in 3 quarters since. The position peaked at $224K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Waverly Advisors held 4,336 shares of MP Materials worth $209K as of Q1 2026.
  • Waverly Advisors sold 61 MP Materials shares in Q1 2026, an estimated $3.65K.
  • MP Materials made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1471 holding.
  • Waverly Advisors first reported a position in MP Materials in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's MP Materials position peaked at $224K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.