NewEdge Advisors’s Materion MTRN Stock Holding History

NewEdge 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 Q1	$13K	Sell	90 -208	-70%	-$30.3K	﹤0.01%	3326
2025 Q4	$37K	Hold	298	–	–	﹤0.01%	3044
2025 Q3	$36K	Hold	298	–	–	﹤0.01%	2928
2025 Q2	$23.7K	Hold	298	–	–	﹤0.01%	2892
2025 Q1	$24.3K	Hold	298	–	–	﹤0.01%	2797
2024 Q4	$29.5K	Hold	298	–	–	﹤0.01%	2691
2024 Q3	$33.3K	Hold	298	–	–	﹤0.01%	2557
2024 Q2	$32.2K	Hold	298	–	–	﹤0.01%	2479
2024 Q1	$39.3K	Hold	298	–	–	﹤0.01%	2391
2023 Q4	$38.8K	Buy	298 +195	+189%	+$21.4K	﹤0.01%	2310
2023 Q3	$10.5K	Hold	103	–	–	﹤0.01%	2561
2023 Q2	$11.8K	Hold	103	–	–	﹤0.01%	2548
2023 Q1	$11.9K	Sell	103 -47	-31%	-$4.71K	﹤0.01%	2513
2022 Q4	$4.12K	Buy	+150	New	+$12.2K	﹤0.01%	2655
2017 Q3	–	Sell	-140	Closed	-$5.18K	–	834
2017 Q2	$5.18K	Buy	+140	New	+$4.95K	﹤0.01%	1135

Other funds holding MTRN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

American Century Companies

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return