Cornerstone Planning Group
MTRN icon

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
Q3 		– Sell
-125
Closed -$31.4K – 1122
2026
Q2 		$31.4K Sell
125
-21
-14% -$4.4K ﹤0.01% 529
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 		$1.96K 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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Cornerstone Planning Group's MTRN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Materion (MTRN) in Q3 2026, closing a stake of 125 shares — an estimated $31.4K sold.

Cornerstone Planning Group first reported a position in MTRN in Q4 2022 and held it in 14 quarters. The position peaked at $31.4K in Q2 2026. 73 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Materion position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 125 Materion shares in Q3 2026, an estimated $31.4K.
  • Cornerstone Planning Group first reported a position in Materion in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Materion position peaked at $31.4K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Materion as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.