DiNuzzo Private Wealth’s Minerals Technologies MTX Stock Holding History

DiNuzzo Private Wealth’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
2026 Q2	$370	Hold	5	–	–	﹤0.01%	1170
2026 Q1	$355	Hold	5	–	–	﹤0.01%	1161
2025 Q4	$305	Sell	5 -1	-17%	-$59	﹤0.01%	1195
2025 Q3	$393	Hold	6	–	–	﹤0.01%	1144
2025 Q2	$331	Buy	6 +1	+20%	+$56	﹤0.01%	1178
2025 Q1	$318	Sell	5 -2	-29%	-$143	﹤0.01%	1170
2024 Q4	$534	Buy	7 +1	+17%	+$79	﹤0.01%	1058
2024 Q3	$464	Sell	6 -1	-14%	-$77	﹤0.01%	1123
2024 Q2	$583	Sell	7 -1	-13%	-$79	﹤0.01%	989
2024 Q1	$603	Buy	8 +3	+60%	+$211	﹤0.01%	914
2023 Q4	$357	Buy	+5	New	+$296	﹤0.01%	1086

Other funds holding MTX

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return