Bedel Financial Consulting’s Materion MTRN Stock Holding History

Bedel Financial Consulting’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	$289K	Hold	2,000	–	–	0.03%	233
2025 Q4	$249K	Hold	2,000	–	–	0.03%	242
2025 Q3	$242K	Buy	+2,000	New	+$210K	0.03%	243
2025 Q1	–	Sell	-2,000	Closed	-$201K	–	268
2024 Q4	$201K	Hold	2,000	–	–	0.03%	261
2024 Q3	$224K	Hold	2,000	–	–	0.03%	241
2024 Q2	$216K	Hold	2,000	–	–	0.03%	234
2024 Q1	$264K	Hold	2,000	–	–	0.04%	212
2023 Q4	$260K	Hold	2,000	–	–	0.05%	205
2023 Q3	$204K	Hold	2,000	–	–	0.04%	224
2023 Q2	$228K	Hold	2,000	–	–	0.05%	214
2023 Q1	$232K	Buy	+2,000	New	+$200K	0.06%	199
2022 Q2	–	Sell	-2,000	Closed	-$171K	–	617
2022 Q1	$171K	Hold	2,000	–	–	0.05%	202
2021 Q4	$184K	Hold	2,000	–	–	0.06%	202
2021 Q3	$137K	Hold	2,000	–	–	0.05%	223
2021 Q2	$151K	Hold	2,000	–	–	0.05%	211
2021 Q1	$132K	Buy	+2,000	New	+$139K	0.05%	220

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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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