Measured Wealth Private Client Group
MTRN icon

Measured Wealth Private Client Group’s Materion MTRN Stock Holding History

Measured Wealth Private Client Group’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
Q3 		$14K Sell
52
-184
-78% -$46.1K ﹤0.01% 516
2026
Q2 		$70.2K Sell
236
-52
-18% -$10.9K 0.02% 278
2026
Q1 		$41.7K Hold
288
– – 0.01% 319
2025
Q4 		$35.8K Hold
288
– – 0.01% 357
2025
Q3 		$34.8K Buy
+288
New +$30.2K 0.01% 355

Other funds holding MTRN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Measured Wealth Private Client Group's MTRN Position: Q3 2026 in Review

Measured Wealth Private Client Group reduced its Materion (MTRN) stake by 78% in Q3 2026, selling an estimated $46.1K and leaving 52 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Measured Wealth Private Client Group first reported a position in MTRN in Q3 2025 and has held it in 5 quarters since. The position peaked at $70.2K in Q2 2026. 349 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

  • Measured Wealth Private Client Group held 52 shares of Materion worth $14K as of Q3 2026.
  • Measured Wealth Private Client Group sold 184 Materion shares in Q3 2026, an estimated $46.1K.
  • Materion made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #516 holding.
  • Measured Wealth Private Client Group first reported a position in Materion in Q3 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Materion position peaked at $70.2K in Q2 2026.
  • 349 funds tracked by Wall St. Rank held Materion as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.