OWA
MTRN icon

Opal Wealth Advisors’s Materion MTRN Stock Holding History

Opal Wealth 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 		$29.9K Buy
+207
New +$30.1K 0.01% 501
2024
Q3 		– Sell
-233
Closed -$25.2K – 826
2024
Q2 		$25.2K Buy
+233
New +$26.8K 0.01% 454

Other funds holding MTRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Opal Wealth Advisors's MTRN Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Materion (MTRN) in Q1 2026: 207 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in MTRN as recently as Q2 2024.

Opal Wealth Advisors first reported a position in MTRN in Q2 2024 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold MTRN as of Q1 2026.

  • Opal Wealth Advisors held 207 shares of Materion worth $29.9K as of Q1 2026.
  • Materion was a new Opal Wealth Advisors position in Q1 2026.
  • Materion made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #501 holding.
  • Opal Wealth Advisors first reported a position in Materion in Q2 2024 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Materion as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.