WJWM
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Williams Jones Wealth Management’s MP Materials MP Stock Holding History

Williams Jones 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
Q2 		$364K Hold
6,500
– – ﹤0.01% 418
2026
Q1 		$314K Hold
6,500
– – ﹤0.01% 414
2025
Q4 		$328K Buy
6,500
+1,000
+18% +$63.4K ﹤0.01% 407
2025
Q3 		$369K Buy
+5,500
New +$346K ﹤0.01% 384

Other funds holding MP

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Williams Jones Wealth Management's MP Position: Q2 2026 in Review

Williams Jones Wealth Management held its MP Materials (MP) position steady in Q2 2026 at 6,500 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Williams Jones Wealth Management first reported a position in MP in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q3 2025. 327 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Williams Jones Wealth Management held 6,500 shares of MP Materials worth $364K as of Q2 2026.
  • Williams Jones Wealth Management left its MP Materials share count unchanged in Q2 2026.
  • MP Materials made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Williams Jones Wealth Management first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
  • Williams Jones Wealth Management's MP Materials position peaked at $369K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.