Personal CFO Solutions’s Materion MTRN Stock Holding History

Personal CFO Solutions’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	$251K	Sell	1,733 -92	-5%	-$13.4K	0.04%	441
2025 Q4	$227K	Sell	1,825 -459	-20%	-$56.6K	0.04%	467
2025 Q3	$276K	Sell	2,284 -346	-13%	-$36.3K	0.05%	364
2025 Q2	$209K	Buy	+2,630	New	+$207K	0.04%	460
2025 Q1	–	Sell	-2,328	Closed	-$230K	–	480
2024 Q4	$230K	Sell	2,328 -34	-1%	-$3.69K	0.05%	403
2024 Q3	$264K	Buy	2,362 +5	+0.2%	+$556	0.04%	461
2024 Q2	$255K	Sell	2,357 -715	-23%	-$82.2K	0.04%	435
2024 Q1	$405K	Buy	3,072 +10	+0.3%	+$1.27K	0.06%	308
2023 Q4	$399K	Sell	3,062 -334	-10%	-$36.6K	0.07%	292
2023 Q3	$346K	Buy	3,396 +61	+2%	+$6.66K	0.07%	292
2023 Q2	$381K	Buy	3,335 +56	+2%	+$6.08K	0.08%	270
2023 Q1	$380K	Buy	3,279 +33	+1%	+$3.31K	0.08%	256
2022 Q4	$284K	Buy	3,246 +168	+5%	+$13.7K	0.06%	313
2022 Q3	$246K	Sell	3,078 -120	-4%	-$9.89K	0.06%	299
2022 Q2	$236K	Sell	3,198 -148	-4%	-$11.9K	0.06%	336
2022 Q1	$287K	Buy	3,346 +105	+3%	+$8.97K	0.06%	345
2021 Q4	$298K	Sell	3,241 -29	-0.9%	-$2.42K	0.06%	326
2021 Q3	$224K	Buy	3,270 +198	+6%	+$14.2K	0.05%	394
2021 Q2	$231K	Buy	3,072 +40	+1%	+$2.96K	0.05%	372
2021 Q1	$201K	Buy	+3,032	New	+$210K	0.04%	384

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