Advisornet Financial’s Materion MTRN Stock Holding History

Advisornet Financial’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 Q1	$202K	Hold	1,398	–	–	0.01%	610
2025 Q4	$174K	Sell	1,398 -35	-2%	-$4.32K	0.01%	638
2025 Q3	$173K	Buy	1,433 +58	+4%	+$6.09K	0.01%	634
2025 Q2	$109K	Buy	1,375 +73	+6%	+$5.76K	0.01%	738
2025 Q1	$106K	Hold	1,302	–	–	0.01%	708
2024 Q4	$129K	Hold	1,302	–	–	0.01%	606
2024 Q3	$146K	Buy	1,302 +22	+2%	+$2.45K	0.01%	597
2024 Q2	$138K	Buy	1,280 +60	+5%	+$6.9K	0.01%	561
2024 Q1	$161K	Sell	1,220 -2	-0.2%	-$253	0.02%	518
2023 Q4	$159K	Buy	1,222 +800	+190%	+$87.8K	0.01%	523
2023 Q3	$43K	Sell	422 -568	-57%	-$62K	﹤0.01%	828
2023 Q2	$113K	Buy	990 +1	+0.1%	+$109	0.01%	617
2023 Q1	$115K	Buy	989 +1	+0.1%	+$100	0.01%	592
2022 Q4	$86.5K	Hold	988	–	–	0.01%	659
2022 Q3	$79K	Hold	988	–	–	0.01%	717
2022 Q2	$73K	Hold	988	–	–	0.01%	766
2022 Q1	$85K	Hold	988	–	–	0.01%	799
2021 Q4	$91K	Hold	988	–	–	0.01%	843
2021 Q3	$68K	Buy	+988	New	+$70.7K	﹤0.01%	913

Other funds holding MTRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return