True Wealth Design’s Materion MTRN Stock Holding History

True Wealth Design’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 Q3	$5.66K	Hold	21	–	–	﹤0.01%	1302
2026 Q2	$6.25K	Sell	21 -8	-28%	-$1.68K	﹤0.01%	1245
2026 Q1	$4.2K	Hold	29	–	–	﹤0.01%	1264
2025 Q4	$3.61K	Hold	29	–	–	﹤0.01%	1225
2025 Q3	$3.5K	Buy	29 +27	+1,350%	+$2.83K	﹤0.01%	1224
2025 Q2	$159	Sell	2 -1	-33%	-$79	﹤0.01%	2131
2025 Q1	$245	Buy	+3	New	+$283	﹤0.01%	1869

Other funds holding MTRN

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

True Wealth Design's MTRN Position: Q3 2026 in Review

True Wealth Design held its Materion (MTRN) position steady in Q3 2026 at 21 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

True Wealth Design first reported a position in MTRN in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.25K in Q2 2026. 33 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

True Wealth Design held 21 shares of Materion worth $5.66K as of Q3 2026.
True Wealth Design left its Materion share count unchanged in Q3 2026.
Materion made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1302 holding.
True Wealth Design first reported a position in Materion in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Materion position peaked at $6.25K in Q2 2026.
33 funds tracked by Wall St. Rank held Materion as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.