PWMG
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Private Wealth Management Group’s Minerals Technologies MTX Stock Holding History

Private Wealth Management Group’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71 Hold
1
– – ﹤0.01% 1416
2025
Q4 		$61 Hold
1
– – ﹤0.01% 1461
2025
Q3 		$63 Hold
1
– – ﹤0.01% 1474
2025
Q2 		$56 Sell
1
-35
-97% -$1.97K ﹤0.01% 1484
2025
Q1 		$2.29K Hold
36
– – ﹤0.01% 1012
2024
Q4 		$2.74K Hold
36
– – ﹤0.01% 977
2024
Q3 		$2.78K Hold
36
– – ﹤0.01% 953
2024
Q2 		$2.99K Hold
36
– – ﹤0.01% 909
2024
Q1 		$2.71K Hold
36
– – ﹤0.01% 845
2023
Q4 		$2.57K Buy
+36
New +$2.13K ﹤0.01% 870

Other funds holding MTX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return