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Curated Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Curated Wealth Partners’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,500
Closed -$883K – 256
2026
Q1 		$883K Sell
1,500
-321
-18% -$205K 0.11% 75
2025
Q4 		$1.13M Buy
1,821
+251
+16% +$156K 0.12% 61
2025
Q3 		$990K Buy
1,570
+175
+13% +$104K 0.12% 63
2025
Q2 		$766K Buy
1,395
+82
+6% +$43.3K 0.09% 72
2025
Q1 		$628K Buy
+1,313
New +$667K 0.08% 78

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Curated Wealth Partners's MLM Position: Q2 2026 in Review

Curated Wealth Partners sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 1,500 shares — an estimated $883K sold.

Curated Wealth Partners first reported a position in MLM in Q1 2025 and held it in 5 quarters. The position peaked at $1.13M in Q4 2025. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Curated Wealth Partners reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 1,500 Martin Marietta Materials shares in Q2 2026, an estimated $883K.
  • Curated Wealth Partners first reported a position in Martin Marietta Materials in Q1 2025 and held it in 5 quarters.
  • Curated Wealth Partners's Martin Marietta Materials position peaked at $1.13M in Q4 2025.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.