AF
MTX icon

Allworth Financial’s Minerals Technologies MTX Stock Holding History

Allworth Financial’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Buy
229
+84
+58% +$5.78K ﹤0.01% 3145
2025
Q4 		$8.84K Sell
145
-91
-39% -$5.39K ﹤0.01% 3351
2025
Q3 		$14.7K Buy
236
+90
+62% +$5.49K ﹤0.01% 2900
2025
Q2 		$8.04K Buy
146
+132
+943% +$7.44K ﹤0.01% 2996
2025
Q1 		$824 Hold
14
– – ﹤0.01% 3532
2024
Q4 		$1.07K Sell
14
-8
-36% -$630 ﹤0.01% 3370
2024
Q3 		$1.7K Hold
22
– – ﹤0.01% 3027
2024
Q2 		$1.87K Hold
22
– – ﹤0.01% 2953
2024
Q1 		$1.66K Hold
22
– – ﹤0.01% 2884
2023
Q4 		$1.57K Sell
22
-16
-42% -$948 ﹤0.01% 2780
2023
Q3 		$2.08K Buy
38
+30
+375% +$1.71K ﹤0.01% 2525
2023
Q2 		$462 Hold
8
– – ﹤0.01% 2914
2023
Q1 		$484 Hold
8
– – ﹤0.01% 2846
2022
Q4 		$486 Buy
8
+3
+60% +$170 ﹤0.01% 2639
2022
Q3 		$0 Buy
+5
New +$304 ﹤0.01% 2939

Other funds holding MTX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return