LPL Financial’s Metallus MTUS Stock Holding History

LPL Financial’s Portfolio MTUS Stock Details MTUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$438K	Buy	23,452 +693	+3%	+$13K	﹤0.01%	5131
2026 Q1	$372K	Sell	22,759 -479	-2%	-$8.79K	﹤0.01%	5037
2025 Q4	$399K	Sell	23,238 -596	-3%	-$10.2K	﹤0.01%	4923
2025 Q3	$394K	Sell	23,834 -186	-0.8%	-$3.03K	﹤0.01%	4829
2025 Q2	$370K	Buy	24,020 +10,428	+77%	+$139K	﹤0.01%	4619
2025 Q1	$182K	Sell	13,592 -3,056	-18%	-$44.5K	﹤0.01%	4898
2024 Q4	$235K	Sell	16,648 -255	-2%	-$3.85K	﹤0.01%	4711
2024 Q3	$251K	Sell	16,903 -16,087	-49%	-$289K	﹤0.01%	4574
2024 Q2	$669K	Buy	32,990 +352	+1%	+$7.7K	﹤0.01%	3610
2024 Q1	$726K	Buy	32,638 +3,240	+11%	+$67.5K	﹤0.01%	3453
2023 Q4	$689K	Buy	29,398 +1,363	+5%	+$28.6K	﹤0.01%	3389
2023 Q3	$609K	Hold	28,035	–	–	﹤0.01%	3313
2023 Q2	$605K	Sell	28,035 -559	-2%	-$10.1K	﹤0.01%	3271
2023 Q1	$524K	Sell	28,594 -214	-0.7%	-$4K	﹤0.01%	3281
2022 Q4	$523K	Sell	28,808 -160	-0.6%	-$2.84K	﹤0.01%	3213
2022 Q3	$434K	Sell	28,968 -74,516	-72%	-$1.24M	﹤0.01%	3285
2022 Q2	$1.94M	Buy	103,484 +12,917	+14%	+$274K	﹤0.01%	2057
2022 Q1	$1.98M	Buy	90,567 +11,714	+15%	+$206K	﹤0.01%	2070
2021 Q4	$1.3M	Buy	78,853 +12,034	+18%	+$175K	﹤0.01%	2434
2021 Q3	$874K	Sell	66,819 -4,549	-6%	-$62.3K	﹤0.01%	2730
2021 Q2	$1.01M	Buy	+71,368	New	+$964K	﹤0.01%	2560
2020 Q4	–	Sell	-16,035	Closed	-$57K	–	3880
2020 Q3	$57K	Hold	16,035	–	–	﹤0.01%	3425
2020 Q2	$62K	Sell	16,035 -269	-2%	-$899	﹤0.01%	3341
2020 Q1	$53K	Buy	16,304 +50	+0.3%	+$280	﹤0.01%	3083
2019 Q4	$128K	Sell	16,254 -5,060	-24%	-$31.7K	﹤0.01%	3195
2019 Q3	$134K	Sell	21,314 -30,980	-59%	-$203K	﹤0.01%	3112
2019 Q2	$425K	Buy	52,294 +2,001	+4%	+$18.1K	﹤0.01%	2398
2019 Q1	$546K	Buy	50,293 +10	+0%	+$115	﹤0.01%	2167
2018 Q4	$439K	Sell	50,283 -886	-2%	-$10.2K	﹤0.01%	2140
2018 Q3	$761K	Buy	51,169 +5,933	+13%	+$89K	﹤0.01%	1890
2018 Q2	$740K	Buy	45,236 +9,183	+25%	+$157K	﹤0.01%	1872
2018 Q1	$548K	Buy	36,053 +53	+0.1%	+$889	﹤0.01%	2057
2017 Q4	$547K	Hold	36,000	–	–	﹤0.01%	1991
2017 Q3	$594K	Hold	36,000	–	–	﹤0.01%	1814
2017 Q2	$553K	Hold	36,000	–	–	﹤0.01%	1811
2017 Q1	$677K	Hold	36,000	–	–	﹤0.01%	1543
2016 Q4	$575K	Sell	36,000 -1,416	-4%	-$19K	﹤0.01%	1629
2016 Q3	$375K	Buy	+37,416	New	+$372K	﹤0.01%	1959

Other funds holding MTUS

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

LPL Financial's MTUS Position: Q2 2026 in Review

LPL Financial increased its Metallus (MTUS) stake by 3% in Q2 2026, buying an estimated $13K and bringing the position to 23,452 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #5131.

LPL Financial first reported a position in MTUS in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.98M in Q1 2022. 81 funds tracked by Wall St. Rank hold MTUS as of Q2 2026.

LPL Financial held 23,452 shares of Metallus worth $438K as of Q2 2026.
LPL Financial bought 693 Metallus shares in Q2 2026, an estimated $13K.
Metallus made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5131 holding.
LPL Financial first reported a position in Metallus in Q3 2016 and has held it in 38 quarters since.
LPL Financial's Metallus position peaked at $1.98M in Q1 2022.
81 funds tracked by Wall St. Rank held Metallus as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.