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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
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

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

True Wealth Design's MTRN Position: Q2 2026 in Review

True Wealth Design reduced its Materion (MTRN) stake by 28% in Q2 2026, selling an estimated $1.68K and leaving 21 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

True Wealth Design first reported a position in MTRN in Q1 2025 and has held it in 6 quarters since. 402 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • True Wealth Design held 21 shares of Materion worth $6.25K as of Q2 2026.
  • True Wealth Design sold 8 Materion shares in Q2 2026, an estimated $1.68K.
  • Materion made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1245 holding.
  • True Wealth Design first reported a position in Materion in Q1 2025 and has held it in 6 quarters since.
  • 402 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.