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 Q2	–	Sell	-4,336	Closed	-$209K	–	1803
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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's MP Position: Q2 2026 in Review

Waverly Advisors sold out of MP Materials (MP) in Q2 2026, closing a stake of 4,336 shares — an estimated $209K sold.

Waverly Advisors first reported a position in MP in Q3 2025 and held it in 3 quarters. The position peaked at $224K in Q3 2025. 758 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Waverly Advisors reported no remaining MP Materials position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 4,336 MP Materials shares in Q2 2026, an estimated $209K.
Waverly Advisors first reported a position in MP Materials in Q3 2025 and held it in 3 quarters.
Waverly Advisors's MP Materials position peaked at $224K in Q3 2025.
758 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.