PWPS
MTRN icon

Pinnacle Wealth Planning Services’s Materion MTRN Stock Holding History

Pinnacle Wealth Planning Services’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 		$153K Buy
516
+10
+2% +$2.09K 0.01% 650
2026
Q1 		$73.2K Buy
506
+16
+3% +$2.33K 0.01% 989
2025
Q4 		$60.9K Buy
+490
New +$60.4K 0.01% 1066
2021
Q1 		– Sell
-98
Closed -$6K – 1346
2020
Q4 		$6K Buy
+98
New +$5.63K ﹤0.01% 1598

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

Pinnacle Wealth Planning Services's MTRN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Materion (MTRN) stake by 2% in Q2 2026, buying an estimated $2.09K and bringing the position to 516 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #650.

Pinnacle Wealth Planning Services first reported a position in MTRN in Q4 2020 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 516 shares of Materion worth $153K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Materion shares in Q2 2026, an estimated $2.09K.
  • Materion made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #650 holding.
  • Pinnacle Wealth Planning Services first reported a position in Materion in Q4 2020 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.