PCS
MTRN icon

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
Q2 		$458K Sell
1,539
-194
-11% -$40.6K 0.07% 275
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Personal CFO Solutions's MTRN Position: Q2 2026 in Review

Personal CFO Solutions reduced its Materion (MTRN) stake by 11% in Q2 2026, selling an estimated $40.6K and leaving 1,539 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #275.

Personal CFO Solutions first reported a position in MTRN in Q1 2021 and has held it in 21 quarters since. 405 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Personal CFO Solutions held 1,539 shares of Materion worth $458K as of Q2 2026.
  • Personal CFO Solutions sold 194 Materion shares in Q2 2026, an estimated $40.6K.
  • Materion made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #275 holding.
  • Personal CFO Solutions first reported a position in Materion in Q1 2021 and has held it in 21 quarters since.
  • 405 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.