Cornerstone Planning Group’s Materion MTRN Stock Holding History

Cornerstone Planning Group’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	$28.6K	Sell	146 -2	-1%	-$291	﹤0.01%	555
2025 Q4	$20K	Hold	148	–	–	﹤0.01%	589
2025 Q3	$17.1K	Buy	148 +129	+679%	+$13.5K	﹤0.01%	630
2025 Q2	$2.07K	Sell	19 -48	-72%	-$3.79K	﹤0.01%	939
2025 Q1	$5.39K	Buy	67 +48	+253%	+$4.52K	﹤0.01%	711
2024 Q4	$1.94K	Hold	19	–	–	﹤0.01%	802
2024 Q3	$2.02K	Hold	19	–	–	﹤0.01%	769
2024 Q2	$1.97K	Hold	19	–	–	﹤0.01%	772
2024 Q1	$2.04K	Hold	19	–	–	﹤0.01%	662
2023 Q4	$2.47K	Hold	19	–	–	﹤0.01%	601
2023 Q3	$1.94K	Sell	19 -49	-72%	-$5.35K	﹤0.01%	666
2023 Q2	$7.77K	Buy	+68	New	+$7.38K	﹤0.01%	753
2022 Q4	$6.04K	Buy	+68	New	+$5.55K	﹤0.01%	805

Other funds holding MTRN

BlackRock New York $5.7T 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