Global Retirement Partners’s Materion MTRN Stock Holding History

Global Retirement Partners’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
2025 Q4	$92.4K	Buy	+743	New	+$91.6K	﹤0.01%	1960
2024 Q4	$1.58K	Hold	16	–	–	﹤0.01%	3152
2024 Q3	$1.79K	Hold	16	–	–	﹤0.01%	2977
2024 Q2	$1.73K	Hold	16	–	–	﹤0.01%	3018
2024 Q1	$2.11K	Hold	16	–	–	﹤0.01%	2732
2023 Q4	$1.89K	Hold	16	–	–	﹤0.01%	2702
2023 Q3	$1.56K	Hold	16	–	–	﹤0.01%	2626
2023 Q2	$1.83K	Sell	16 -4	-20%	-$434	﹤0.01%	2578
2023 Q1	$2.36K	Sell	20 -6	-23%	-$601	﹤0.01%	2440
2022 Q4	$2.27K	Hold	26	–	–	﹤0.01%	2312
2022 Q3	$2K	Buy	26 +12	+86%	+$989	﹤0.01%	2272
2022 Q2	$1K	Buy	14 +10	+250%	+$803	﹤0.01%	2484
2022 Q1	$0	Buy	+4	New	+$342	﹤0.01%	2721

Other funds holding MTRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return