Superior Planning, LLC’s Materion MTRN Stock Holding History

Superior Planning, LLC’s Portfolio MTRN Stock Details MTRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.55K	Buy	+28	New	+$7.02K	﹤0.01%	1041

Other funds holding MTRN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's MTRN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Materion (MTRN) in Q3 2026: 28 shares worth $7.55K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings.

282 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

Superior Planning, LLC held 28 shares of Materion worth $7.55K as of Q3 2026.
Materion was a new Superior Planning, LLC position in Q3 2026.
Materion made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1041 holding.
282 funds tracked by Wall St. Rank held Materion as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.