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Venturi Wealth Management’s Minerals Technologies MTX Stock Holding History

Venturi Wealth Management’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,025
Closed -$78.1K – 1374
2024
Q4 		$78.1K Buy
+1,025
New +$80.7K ﹤0.01% 868

Other funds holding MTX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Venturi Wealth Management's MTX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Minerals Technologies (MTX) in Q1 2025, closing a stake of 1,025 shares — an estimated $78.1K sold.

Venturi Wealth Management first reported a position in MTX in Q4 2024 and held it in 1 quarter. The position peaked at $78.1K in Q4 2024. 263 funds tracked by Wall St. Rank hold MTX as of Q1 2025.

  • Venturi Wealth Management reported no remaining Minerals Technologies position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,025 Minerals Technologies shares in Q1 2025, an estimated $78.1K.
  • Venturi Wealth Management first reported a position in Minerals Technologies in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Minerals Technologies position peaked at $78.1K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.