Wealth Enhancement Advisory Services
MTRN icon

Wealth Enhancement Advisory Services’s Materion MTRN Stock Holding History

Wealth Enhancement Advisory Services’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 		$579K Sell
11,805
-701
-6% -$147K ﹤0.01% 2546
2026
Q1 		$303K Buy
12,506
+10,607
+559% +$1.54M ﹤0.01% 2772
2025
Q4 		$308K Sell
1,899
-89
-4% -$11K ﹤0.01% 2900
2025
Q3 		$248K Buy
+1,988
New +$209K ﹤0.01% 2943

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

Wealth Enhancement Advisory Services's MTRN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Materion (MTRN) stake by 5.6% in Q2 2026, selling an estimated $147K and leaving 11,805 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Wealth Enhancement Advisory Services first reported a position in MTRN in Q3 2025 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,805 shares of Materion worth $579K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 701 Materion shares in Q2 2026, an estimated $147K.
  • Materion made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2546 holding.
  • Wealth Enhancement Advisory Services first reported a position in Materion in Q3 2025 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.