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United Capital Financial Advisors’s Materion MTRN Stock Holding History

United Capital Financial Advisors’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
2025
Q4 		– Sell
-1,710
Closed -$207K – 1393
2025
Q3 		$207K Buy
+1,710
New +$180K ﹤0.01% 1157
2024
Q2 		– Sell
-1,695
Closed -$223K – 1081
2024
Q1 		$223K Buy
+1,695
New +$215K ﹤0.01% 986

Other funds holding MTRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

United Capital Financial Advisors's MTRN Position: Q4 2025 in Review

United Capital Financial Advisors sold out of Materion (MTRN) in Q4 2025, closing a stake of 1,710 shares — an estimated $207K sold.

United Capital Financial Advisors first reported a position in MTRN in Q1 2024 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 296 funds tracked by Wall St. Rank hold MTRN as of Q4 2025.

  • United Capital Financial Advisors reported no remaining Materion position as of Q4 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,710 Materion shares in Q4 2025, an estimated $207K.
  • United Capital Financial Advisors first reported a position in Materion in Q1 2024 and held it in 2 quarters.
  • United Capital Financial Advisors's Materion position peaked at $223K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Materion as of Q4 2025.

Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.