Winch Advisory Services’s MP Materials MP Stock Holding History

Winch 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	$17.8K	Hold	317	–	–	﹤0.01%	276
2026 Q1	$15.3K	Hold	317	–	–	﹤0.01%	275
2025 Q4	$16K	Buy	317 +137	+76%	+$8.69K	﹤0.01%	265
2025 Q3	$12.1K	Buy	+180	New	+$11.3K	﹤0.01%	284

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 $3.37T AUM 44.26% 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

Winch Advisory Services's MP Position: Q2 2026 in Review

Winch Advisory Services held its MP Materials (MP) position steady in Q2 2026 at 317 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Winch Advisory Services first reported a position in MP in Q3 2025 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Winch Advisory Services held 317 shares of MP Materials worth $17.8K as of Q2 2026.
Winch Advisory Services left its MP Materials share count unchanged in Q2 2026.
MP Materials made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #276 holding.
Winch Advisory Services first reported a position in MP Materials in Q3 2025 and has held it in 4 quarters since.
751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.