WWM
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Whalen Wealth Management’s MP Materials MP Stock Holding History

Whalen Wealth Management’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 		– Sell
-8,482
Closed -$475K – 241
2026
Q2 		$475K Buy
+8,482
New +$516K 0.21% 116

Other funds holding MP

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Whalen Wealth Management's MP Position: Q3 2026 in Review

Whalen Wealth Management sold out of MP Materials (MP) in Q3 2026, closing a stake of 8,482 shares — an estimated $475K sold.

Whalen Wealth Management first reported a position in MP in Q2 2026 and held it in 1 quarter. The position peaked at $475K in Q2 2026. 26 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Whalen Wealth Management reported no remaining MP Materials position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 8,482 MP Materials shares in Q3 2026, an estimated $475K.
  • Whalen Wealth Management first reported a position in MP Materials in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's MP Materials position peaked at $475K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.