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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
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 $6.73T 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

Measured Wealth Private Client Group's MTRN Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Materion (MTRN) stake by 18% in Q2 2026, selling an estimated $10.9K and leaving 236 shares worth $70.2K. The position accounts for 0.02% of the portfolio, ranked #278.

Measured Wealth Private Client Group first reported a position in MTRN in Q3 2025 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Measured Wealth Private Client Group held 236 shares of Materion worth $70.2K as of Q2 2026.
  • Measured Wealth Private Client Group sold 52 Materion shares in Q2 2026, an estimated $10.9K.
  • Materion made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #278 holding.
  • Measured Wealth Private Client Group first reported a position in Materion in Q3 2025 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.