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Concurrent Investment Advisors’s Materion MTRN Stock Holding History

Concurrent Investment Advisors’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
Q2 		$237K Buy
+798
New +$167K ﹤0.01% 1843
2024
Q1 		– Sell
-1,739
Closed -$226K – 972
2023
Q4 		$226K Buy
+1,739
New +$191K 0.01% 733

Other funds holding MTRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Concurrent Investment Advisors's MTRN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Materion (MTRN) in Q2 2026: 798 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1843 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in MTRN as recently as Q4 2023.

Concurrent Investment Advisors first reported a position in MTRN in Q4 2023 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Concurrent Investment Advisors held 798 shares of Materion worth $237K as of Q2 2026.
  • Materion was a new Concurrent Investment Advisors position in Q2 2026.
  • Materion made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1843 holding.
  • Concurrent Investment Advisors first reported a position in Materion in Q4 2023 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.