Wealth Enhancement Advisory Services’s MP Materials MP Stock Holding History

Wealth Enhancement Advisory Services’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	$814K	Buy	17,645 +426	+2%	+$21.6K	﹤0.01%	2352
2026 Q2	$899K	Buy	17,219 +4,660	+37%	+$284K	﹤0.01%	2152
2026 Q1	$625K	Buy	12,559 +931	+8%	+$55.7K	﹤0.01%	2154
2025 Q4	$696K	Sell	11,628 -3,621	-24%	-$230K	﹤0.01%	2224
2025 Q3	$1.12M	Buy	15,249 +2,294	+18%	+$144K	﹤0.01%	1774
2025 Q2	$412K	Buy	12,955 +358	+3%	+$9.14K	﹤0.01%	2367
2025 Q1	$307K	Buy	+12,597	New	+$293K	﹤0.01%	2432
2024 Q4	–	Sell	-10,631	Closed	-$188K	–	3058
2024 Q3	$188K	Buy	+10,631	New	+$144K	﹤0.01%	2461
2024 Q1	–	Sell	-13,901	Closed	-$276K	–	2539
2023 Q4	$276K	Sell	13,901 -19,966	-59%	-$341K	﹤0.01%	1875
2023 Q3	$647K	Buy	+33,867	New	+$751K	﹤0.01%	1287

Other funds holding MP

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

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

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's MP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its MP Materials (MP) stake by 2.5% in Q3 2026, buying an estimated $21.6K and bringing the position to 17,645 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Wealth Enhancement Advisory Services first reported a position in MP in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q3 2025. 193 funds tracked by Wall St. Rank hold MP as of Q3 2026.

Wealth Enhancement Advisory Services held 17,645 shares of MP Materials worth $814K as of Q3 2026.
Wealth Enhancement Advisory Services bought 426 MP Materials shares in Q3 2026, an estimated $21.6K.
MP Materials made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2352 holding.
Wealth Enhancement Advisory Services first reported a position in MP Materials in Q3 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's MP Materials position peaked at $1.12M in Q3 2025.
193 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.