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Mount Yale Investment Advisors’s Materion MTRN Stock Holding History

Mount Yale Investment Advisors’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 		$211K Buy
+709
New +$148K ﹤0.01% 1130
2025
Q3 		– Sell
-624
Closed -$49.5K – 1256
2025
Q2 		$49.5K Buy
+624
New +$49.2K ﹤0.01% 819
2018
Q4 		– Sell
-502
Closed -$30K – 600
2018
Q3 		$30K Sell
502
-56
-10% -$3.37K 0.01% 704
2018
Q2 		$30K Hold
558
– – 0.01% 721
2018
Q1 		$28K Buy
+558
New +$28.5K 0.01% 718

Other funds holding MTRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MTRN Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Materion (MTRN) in Q2 2026: 709 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MTRN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MTRN in Q1 2018 and has held it in 5 quarters since. 406 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Mount Yale Investment Advisors held 709 shares of Materion worth $211K as of Q2 2026.
  • Materion was a new Mount Yale Investment Advisors position in Q2 2026.
  • Materion made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1130 holding.
  • Mount Yale Investment Advisors first reported a position in Materion in Q1 2018 and has held it in 5 quarters since.
  • 406 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.