Lido Advisors’s Minerals Technologies MTX Stock Holding History

Lido Advisors’s Portfolio MTX Stock Details MTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,697	Closed	-$235K	–	1717
2025 Q1	$235K	Buy	3,697 +37	+1%	+$2.64K	﹤0.01%	1317
2024 Q4	$279K	Buy	3,660 +1,030	+39%	+$81.1K	﹤0.01%	1240
2024 Q3	$203K	Sell	2,630 -186	-7%	-$14.3K	﹤0.01%	1336
2024 Q2	$234K	Sell	2,816 -280	-9%	-$22.1K	﹤0.01%	1225
2024 Q1	$233K	Buy	3,096 +248	+9%	+$17.4K	﹤0.01%	1207
2023 Q4	$203K	Buy	+2,848	New	+$169K	﹤0.01%	1214

Other funds holding MTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Lido Advisors's MTX Position: Q2 2025 in Review

Lido Advisors sold out of Minerals Technologies (MTX) in Q2 2025, closing a stake of 3,697 shares — an estimated $235K sold.

Lido Advisors first reported a position in MTX in Q4 2023 and held it in 6 quarters. The position peaked at $279K in Q4 2024. 251 funds tracked by Wall St. Rank hold MTX as of Q2 2025.

Lido Advisors reported no remaining Minerals Technologies position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 3,697 Minerals Technologies shares in Q2 2025, an estimated $235K.
Lido Advisors first reported a position in Minerals Technologies in Q4 2023 and held it in 6 quarters.
Lido Advisors's Minerals Technologies position peaked at $279K in Q4 2024.
251 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.