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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
Q2 		$3.16M Sell
10,624
-600
-5% -$126K 0.13% 175
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Materion (MTRN) stake by 5.3% in Q2 2026, selling an estimated $126K and leaving 10,624 shares worth $3.16M. The position accounts for 0.13% of the portfolio, ranked #175.

Kingswood Wealth Advisors first reported a position in MTRN in Q2 2023 and has held it in 13 quarters since. 402 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Kingswood Wealth Advisors held 10,624 shares of Materion worth $3.16M as of Q2 2026.
  • Kingswood Wealth Advisors sold 600 Materion shares in Q2 2026, an estimated $126K.
  • Materion made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Kingswood Wealth Advisors first reported a position in Materion in Q2 2023 and has held it in 13 quarters since.
  • 402 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.