Valued Wealth Advisors
MTRN icon

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
Q3 		$21K Sell
78
-8
-9% -$2K 0.01% 202
2026
Q2 		$25.6K Buy
86
+18
+26% +$3.77K 0.01% 167
2026
Q1 		$9.8K Buy
+68
New +$9.9K ﹤0.01% 294

Other funds holding MTRN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Valued Wealth Advisors's MTRN Position: Q3 2026 in Review

Valued Wealth Advisors reduced its Materion (MTRN) stake by 9.3% in Q3 2026, selling an estimated $2K and leaving 78 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #202.

Valued Wealth Advisors first reported a position in MTRN in Q1 2026 and has held it in 3 quarters since. The position peaked at $25.6K in Q2 2026. 199 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

  • Valued Wealth Advisors held 78 shares of Materion worth $21K as of Q3 2026.
  • Valued Wealth Advisors sold 8 Materion shares in Q3 2026, an estimated $2K.
  • Materion made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #202 holding.
  • Valued Wealth Advisors first reported a position in Materion in Q1 2026 and has held it in 3 quarters since.
  • Valued Wealth Advisors's Materion position peaked at $25.6K in Q2 2026.
  • 199 funds tracked by Wall St. Rank held Materion as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.