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Gladstone Institutional Advisory’s Materion MTRN Stock Holding History

Gladstone Institutional Advisory’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 		$401K Sell
1,350
-250
-16% -$52.3K 0.01% 659
2026
Q1 		$231K Buy
+1,600
New +$233K 0.01% 759

Other funds holding MTRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Gladstone Institutional Advisory's MTRN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Materion (MTRN) stake by 16% in Q2 2026, selling an estimated $52.3K and leaving 1,350 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #659.

Gladstone Institutional Advisory first reported a position in MTRN in Q1 2026 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Gladstone Institutional Advisory held 1,350 shares of Materion worth $401K as of Q2 2026.
  • Gladstone Institutional Advisory sold 250 Materion shares in Q2 2026, an estimated $52.3K.
  • Materion made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #659 holding.
  • Gladstone Institutional Advisory first reported a position in Materion in Q1 2026 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.