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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's MTRN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Materion (MTRN) in Q3 2025, closing a stake of 624 shares — an estimated $49.5K sold.

Mount Yale Investment Advisors first reported a position in MTRN in Q1 2018 and held it in 4 quarters. The position peaked at $49.5K in Q2 2025. 301 funds tracked by Wall St. Rank hold MTRN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Materion position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 624 Materion shares in Q3 2025, an estimated $49.5K.
  • Mount Yale Investment Advisors first reported a position in Materion in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Materion position peaked at $49.5K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Materion as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.