Mark Sheptoff Financial Planning’s Metallus MTUS Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-2,756	Closed	-$47.3K	–	581
2025 Q4	$47.3K	Hold	2,756	–	–	0.02%	201
2025 Q3	$45.6K	Hold	2,756	–	–	0.02%	198
2025 Q2	$42.5K	Hold	2,756	–	–	0.02%	197
2025 Q1	$36.8K	Hold	2,756	–	–	0.02%	187
2024 Q4	$38.9K	Hold	2,756	–	–	0.02%	196
2024 Q3	$40.9K	Hold	2,756	–	–	0.02%	181
2024 Q2	$55.9K	Hold	2,756	–	–	0.03%	172
2024 Q1	$61.3K	Hold	2,756	–	–	0.03%	160
2023 Q4	$64.6K	Hold	2,756	–	–	0.04%	143
2023 Q3	$59.9K	Hold	2,756	–	–	0.04%	134
2023 Q2	$59.4K	Hold	2,756	–	–	0.03%	151
2023 Q1	$50.5K	Hold	2,756	–	–	0.03%	152
2022 Q4	$50.1K	Hold	2,756	–	–	0.03%	150
2022 Q3	$41K	Hold	2,756	–	–	0.03%	158
2022 Q2	$52K	Hold	2,756	–	–	0.03%	157
2022 Q1	$60K	Hold	2,756	–	–	0.03%	164
2021 Q4	$45K	Hold	2,756	–	–	0.02%	185
2021 Q3	$36K	Hold	2,756	–	–	0.02%	197
2021 Q2	$39K	Hold	2,756	–	–	0.02%	210
2021 Q1	$32K	Hold	2,756	–	–	0.02%	200
2020 Q4	$13K	Hold	2,756	–	–	0.01%	259
2020 Q3	$10K	Sell	2,756 -125	-4%	-$480	0.01%	238
2020 Q2	$11K	Hold	2,881	–	–	0.01%	256
2020 Q1	$9K	Hold	2,881	–	–	0.01%	248
2019 Q4	$23K	Hold	2,881	–	–	0.01%	206
2019 Q3	$18K	Hold	2,881	–	–	0.01%	222
2019 Q2	$23K	Hold	2,881	–	–	0.02%	206
2019 Q1	$31K	Hold	2,881	–	–	0.02%	183
2018 Q4	$25K	Hold	2,881	–	–	0.02%	179
2018 Q3	$43K	Hold	2,881	–	–	0.03%	178
2018 Q2	$47K	Hold	2,881	–	–	0.03%	165
2018 Q1	$44K	Hold	2,881	–	–	0.03%	167
2017 Q4	$44K	Hold	2,881	–	–	0.03%	179
2017 Q3	$48K	Hold	2,881	–	–	0.03%	178
2017 Q2	$44K	Sell	2,881 -1	-0%	-$15	0.03%	178
2017 Q1	$54K	Buy	2,882 +1	+0%	+$18	0.04%	177
2016 Q4	$45K	Hold	2,881	–	–	0.03%	184
2016 Q3	$30K	Hold	2,881	–	–	0.02%	197
2016 Q2	$28K	Hold	2,881	–	–	0.02%	187
2016 Q1	$26K	Hold	2,881	–	–	0.02%	191
2015 Q4	$24K	Hold	2,881	–	–	0.02%	210
2015 Q3	$29K	Sell	2,881 -175	-6%	-$3.16K	0.03%	193
2015 Q2	$82K	Sell	3,056 -75	-2%	-$2.21K	0.07%	152
2015 Q1	$83K	Sell	3,131 -6,837	-69%	-$201K	0.07%	144
2014 Q4	$369K	Hold	9,968	–	–	0.33%	73
2014 Q3	$463K	Buy	+9,968	New	+$460K	0.41%	65

Other funds holding MTUS

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mark Sheptoff Financial Planning's MTUS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Metallus (MTUS) in Q1 2026, closing a stake of 2,756 shares — an estimated $47.3K sold.

Mark Sheptoff Financial Planning first reported a position in MTUS in Q3 2014 and held it in 46 quarters. The position peaked at $463K in Q3 2014. 204 funds tracked by Wall St. Rank hold MTUS as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Metallus position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 2,756 Metallus shares in Q1 2026, an estimated $47.3K.
Mark Sheptoff Financial Planning first reported a position in Metallus in Q3 2014 and held it in 46 quarters.
Mark Sheptoff Financial Planning's Metallus position peaked at $463K in Q3 2014.
204 funds tracked by Wall St. Rank held Metallus as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.