EverSource Wealth Advisors’s Materion MTRN Stock Holding History

EverSource Wealth 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	$121K	Buy	406 +11	+3%	+$2.3K	﹤0.01%	1291
2026 Q1	$57.1K	Buy	395 +72	+22%	+$10.5K	﹤0.01%	1787
2025 Q4	$40.2K	Sell	323 -29	-8%	-$3.58K	﹤0.01%	1900
2025 Q3	$42.5K	Buy	352 +4	+1%	+$420	﹤0.01%	1819
2025 Q2	$27.6K	Buy	348 +225	+183%	+$17.7K	﹤0.01%	2038
2025 Q1	$10K	Buy	123 +33	+37%	+$3.11K	﹤0.01%	2108
2024 Q4	$8.9K	Sell	90 -74	-45%	-$8.04K	﹤0.01%	2057
2024 Q3	$18.3K	Hold	164	–	–	﹤0.01%	1537
2024 Q2	$19.8K	Hold	164	–	–	﹤0.01%	1514
2024 Q1	$18.9K	Sell	164 -5	-3%	-$634	﹤0.01%	1390
2023 Q4	$22K	Sell	169 -40	-19%	-$4.39K	﹤0.01%	1198
2023 Q3	$21.3K	Hold	209	–	–	﹤0.01%	1103
2023 Q2	$23.9K	Hold	209	–	–	﹤0.01%	1083
2023 Q1	$24.2K	Sell	209 -113	-35%	-$11.3K	﹤0.01%	1009
2022 Q4	$28.2K	Hold	322	–	–	﹤0.01%	963
2022 Q3	$26K	Sell	322 -19	-6%	-$1.57K	0.01%	819
2022 Q2	$25K	Hold	341	–	–	0.01%	776
2022 Q1	$29K	Sell	341 -13	-4%	-$1.11K	0.01%	581
2021 Q4	$33K	Buy	+354	New	+$29.5K	0.01%	510

Other funds holding MTRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

EverSource Wealth Advisors's MTRN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Materion (MTRN) stake by 2.8% in Q2 2026, buying an estimated $2.3K and bringing the position to 406 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

EverSource Wealth Advisors first reported a position in MTRN in Q4 2021 and has held it in 19 quarters since. 406 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

EverSource Wealth Advisors held 406 shares of Materion worth $121K as of Q2 2026.
EverSource Wealth Advisors bought 11 Materion shares in Q2 2026, an estimated $2.3K.
Materion made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1291 holding.
EverSource Wealth Advisors first reported a position in Materion in Q4 2021 and has held it in 19 quarters since.
406 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.