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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JFS Wealth Advisors's MTRN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Materion (MTRN) stake by 55% in Q2 2026, buying an estimated $1.26K and bringing the position to 17 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

JFS Wealth Advisors first reported a position in MTRN in Q4 2022 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

JFS Wealth Advisors held 17 shares of Materion worth $5.06K as of Q2 2026.
JFS Wealth Advisors bought 6 Materion shares in Q2 2026, an estimated $1.26K.
Materion made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1264 holding.
JFS Wealth Advisors first reported a position in Materion in Q4 2022 and has held it in 15 quarters since.
404 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.