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Clearstead Trust’s Minerals Technologies MTX Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-5
Closed -$311 – 1339
2025
Q3 		$311 Hold
5
– – ﹤0.01% 1458
2025
Q2 		$276 Buy
+5
New +$282 ﹤0.01% 1437

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's MTX Position: Q4 2025 in Review

Clearstead Trust sold out of Minerals Technologies (MTX) in Q4 2025, closing a stake of 5 shares — an estimated $311 sold.

Clearstead Trust first reported a position in MTX in Q2 2025 and held it in 2 quarters. The position peaked at $311 in Q3 2025. 269 funds tracked by Wall St. Rank hold MTX as of Q4 2025.

  • Clearstead Trust reported no remaining Minerals Technologies position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 5 Minerals Technologies shares in Q4 2025, an estimated $311.
  • Clearstead Trust first reported a position in Minerals Technologies in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Minerals Technologies position peaked at $311 in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Minerals Technologies as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.