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Valued Wealth Advisors’s Materion MTRN Stock Holding History

Valued Wealth 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 		$25.6K Buy
86
+18
+26% +$3.77K 0.01% 167
2026
Q1 		$9.84K Buy
+68
New +$9.89K ﹤0.01% 294

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

Valued Wealth Advisors's MTRN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Materion (MTRN) stake by 26% in Q2 2026, buying an estimated $3.77K and bringing the position to 86 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #167.

Valued Wealth Advisors first reported a position in MTRN in Q1 2026 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Valued Wealth Advisors held 86 shares of Materion worth $25.6K as of Q2 2026.
  • Valued Wealth Advisors bought 18 Materion shares in Q2 2026, an estimated $3.77K.
  • Materion made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • Valued Wealth Advisors first reported a position in Materion in Q1 2026 and has held it in 2 quarters since.
  • 405 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.