United Capital Financial Advisors
MTRN icon

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
2026
Q2 		$328K Buy
+1,102
New +$231K ﹤0.01% 1331
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

United Capital Financial Advisors's MTRN Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Materion (MTRN) in Q2 2026: 1,102 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in MTRN as recently as Q3 2025.

United Capital Financial Advisors first reported a position in MTRN in Q1 2024 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • United Capital Financial Advisors held 1,102 shares of Materion worth $328K as of Q2 2026.
  • Materion was a new United Capital Financial Advisors position in Q2 2026.
  • Materion made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1331 holding.
  • United Capital Financial Advisors first reported a position in Materion in Q1 2024 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.