Wealth Enhancement Advisory Services
MP icon

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
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

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's MP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its MP Materials (MP) stake by 37% in Q2 2026, buying an estimated $284K and bringing the position to 17,219 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Wealth Enhancement Advisory Services first reported a position in MP in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 125 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,219 shares of MP Materials worth $899K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,660 MP Materials shares in Q2 2026, an estimated $284K.
  • MP Materials made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2152 holding.
  • Wealth Enhancement Advisory Services first reported a position in MP Materials in Q3 2023 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's MP Materials position peaked at $1.12M in Q3 2025.
  • 125 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.