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SageView Advisory Group’s Minerals Technologies MTX Stock Holding History

SageView Advisory 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 		– Sell
-57
Closed -$3.48K – 1757
2025
Q4 		$3.48K Buy
+57
New +$3.38K ﹤0.01% 2068
2024
Q2 		– Sell
-3,243
Closed -$382K – 659
2024
Q1 		$382K Buy
+3,243
New +$228K 0.02% 367

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

SageView Advisory Group's MTX Position: Q1 2026 in Review

SageView Advisory Group sold out of Minerals Technologies (MTX) in Q1 2026, closing a stake of 57 shares — an estimated $3.48K sold.

SageView Advisory Group first reported a position in MTX in Q1 2024 and held it in 2 quarters. The position peaked at $382K in Q1 2024. 280 funds tracked by Wall St. Rank hold MTX as of Q1 2026.

  • SageView Advisory Group reported no remaining Minerals Technologies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 57 Minerals Technologies shares in Q1 2026, an estimated $3.48K.
  • SageView Advisory Group first reported a position in Minerals Technologies in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Minerals Technologies position peaked at $382K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.