Key Financial Inc’s Materion MTRN Stock Holding History

Key Financial Inc’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 Q1	$20K	Hold	138	–	–	﹤0.01%	729
2025 Q4	$17.2K	Hold	138	–	–	﹤0.01%	747
2025 Q3	$16.9K	Hold	138	–	–	﹤0.01%	746
2025 Q2	$11K	Hold	138	–	–	﹤0.01%	831
2025 Q1	$11.3K	Hold	138	–	–	﹤0.01%	791
2024 Q4	$13.6K	Hold	138	–	–	﹤0.01%	749
2024 Q3	$15.4K	Hold	138	–	–	﹤0.01%	694
2024 Q2	$14.9K	Hold	138	–	–	﹤0.01%	692
2024 Q1	$18.2K	Hold	138	–	–	﹤0.01%	631
2023 Q4	$18K	Hold	138	–	–	﹤0.01%	614
2023 Q3	$14.1K	Hold	138	–	–	﹤0.01%	638
2023 Q2	$15.8K	Hold	138	–	–	0.01%	627
2023 Q1	$16K	Hold	138	–	–	0.01%	586
2022 Q4	$11K	Hold	138	–	–	0.01%	608
2022 Q3	$11K	Hold	138	–	–	0.01%	613
2022 Q2	$10K	Hold	138	–	–	0.01%	635
2022 Q1	$12K	Buy	+138	New	+$11.8K	0.01%	594

Other funds holding MTRN

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

American Century Companies

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

Capital Research Global Investors

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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