JFS Wealth Advisors’s Materion MTRN Stock Holding History

JFS 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	$5.06K	Buy	17 +6	+55%	+$1.26K	﹤0.01%	1264
2026 Q1	$1.59K	Buy	11 +1	+10%	+$145	﹤0.01%	1574
2025 Q4	$1.24K	Buy	10 +3	+43%	+$370	﹤0.01%	1666
2025 Q3	$846	Buy	7 +6	+600%	+$630	﹤0.01%	1660
2025 Q2	$80	Sell	1 -3	-75%	-$237	﹤0.01%	1818
2025 Q1	$327	Hold	4	–	–	﹤0.01%	1808
2024 Q4	$396	Hold	4	–	–	﹤0.01%	1802
2024 Q3	$448	Sell	4 -5	-56%	-$556	﹤0.01%	1811
2024 Q2	$974	Buy	9 +3	+50%	+$345	﹤0.01%	1670
2024 Q1	$791	Buy	6 +2	+50%	+$253	﹤0.01%	1714
2023 Q4	$521	Hold	4	–	–	﹤0.01%	1798
2023 Q3	$408	Buy	4 +1	+33%	+$109	﹤0.01%	1776
2023 Q2	$343	Sell	3 -1	-25%	-$109	﹤0.01%	1810
2023 Q1	$464	Buy	4 +3	+300%	+$301	﹤0.01%	1730
2022 Q4	$88	Buy	+1	New	+$82	﹤0.01%	1888

Other funds holding MTRN

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return