Global Retirement Partners’s Minerals Technologies MTX Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.46K	Hold	24	–	–	﹤0.01%	3808
2025 Q3	$1.49K	Buy	24 +3	+14%	+$183	﹤0.01%	3409
2025 Q2	$1.16K	Buy	+21	New	+$1.18K	﹤0.01%	3406
2024 Q4	$1.83K	Hold	24	–	–	﹤0.01%	3108
2024 Q3	$1.85K	Hold	24	–	–	﹤0.01%	2961
2024 Q2	$2K	Hold	24	–	–	﹤0.01%	2962
2024 Q1	$1.81K	Buy	24 +3	+14%	+$211	﹤0.01%	2785
2023 Q4	$1.39K	Buy	21 +6	+40%	+$356	﹤0.01%	2798
2023 Q3	$784	Hold	15	–	–	﹤0.01%	2827
2023 Q2	$865	Hold	15	–	–	﹤0.01%	2822
2023 Q1	$899	Hold	15	–	–	﹤0.01%	2767
2022 Q4	$911	Hold	15	–	–	﹤0.01%	2624
2022 Q3	$1K	Buy	+15	New	+$912	﹤0.01%	2515

Other funds holding MTX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return