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 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 $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