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Wealth Preservation Advisors’s Minerals Technologies MTX Stock Holding History

Wealth Preservation Advisors’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
2026
Q2 		– Sell
-16
Closed -$1.14K – 620
2026
Q1 		$1.14K Buy
+16
New +$1.1K ﹤0.01% 675

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Wealth Preservation Advisors's MTX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Minerals Technologies (MTX) in Q2 2026, closing a stake of 16 shares — an estimated $1.14K sold.

Wealth Preservation Advisors first reported a position in MTX in Q1 2026 and held it in 1 quarter. The position peaked at $1.14K in Q1 2026. 293 funds tracked by Wall St. Rank hold MTX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Minerals Technologies position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 16 Minerals Technologies shares in Q2 2026, an estimated $1.14K.
  • Wealth Preservation Advisors first reported a position in Minerals Technologies in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Minerals Technologies position peaked at $1.14K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.