KWA
MTRN icon

Kingswood Wealth Advisors’s Materion MTRN Stock Holding History

Kingswood 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
Q1 		$1.62M Sell
11,224
-94
-0.8% -$13.7K 0.08% 269
2025
Q4 		$1.41M Sell
11,318
-250
-2% -$30.8K 0.07% 284
2025
Q3 		$1.4M Sell
11,568
-350
-3% -$36.8K 0.08% 247
2025
Q2 		$946K Sell
11,918
-900
-7% -$71K 0.07% 272
2025
Q1 		$1.05M Sell
12,818
-550
-4% -$51.8K 0.1% 233
2024
Q4 		$1.32M Sell
13,368
-300
-2% -$32.6K 0.1% 215
2024
Q3 		$1.53M Sell
13,668
-100
-0.7% -$11.1K 0.11% 214
2024
Q2 		$1.49M Buy
13,768
+5,518
+67% +$634K 0.13% 156
2024
Q1 		$1.09M Sell
8,250
-7,800
-49% -$988K 0.13% 188
2023
Q4 		$2.09M Hold
16,050
– – 0.24% 94
2023
Q3 		$1.64M Buy
16,050
+300
+2% +$32.8K 0.28% 97
2023
Q2 		$1.8M Buy
+15,750
New +$1.71M 0.57% 44

Other funds holding MTRN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return