Retirement Wealth Solutions’s Materion MTRN Stock Holding History

Retirement Wealth 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	$41.3K	Hold	139	–	–	0.02%	108
2026 Q1	$20.1K	Sell	139 -23	-14%	-$3.35K	0.01%	146
2025 Q4	$20.1K	Hold	162	–	–	0.01%	158
2025 Q3	$19.5K	Hold	162	–	–	0.01%	157
2025 Q2	$12.8K	Buy	162 +23	+17%	+$1.81K	0.01%	210
2025 Q1	$11.3K	Buy	139 +1	+0.7%	+$94	0.01%	208
2024 Q4	$13K	Buy	+138	New	+$15K	0.01%	202

Other funds holding MTRN

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return