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Wealthspire Advisors (New York)’s Materion MTRN Stock Holding History

Wealthspire Advisors (New York)’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 		$815K Sell
2,741
-24
-0.9% -$5.03K ﹤0.01% 609
2026
Q1 		$400K Sell
2,765
-454
-14% -$66K ﹤0.01% 645
2025
Q4 		$400K Buy
3,219
+92
+3% +$11.3K ﹤0.01% 690
2025
Q3 		$378K Buy
3,127
+185
+6% +$19.4K ﹤0.01% 604
2025
Q2 		$234K Sell
2,942
-21
-0.7% -$1.66K ﹤0.01% 742
2025
Q1 		$242K Sell
2,963
-462
-13% -$43.5K ﹤0.01% 696
2024
Q4 		$339K Buy
3,425
+26
+0.8% +$2.83K ﹤0.01% 623
2024
Q3 		$380K Hold
3,399
– – ﹤0.01% 561
2024
Q2 		$368K Sell
3,399
-242
-7% -$27.8K ﹤0.01% 492
2024
Q1 		$480K Hold
3,641
– – 0.01% 435
2023
Q4 		$474K Hold
3,641
– – 0.01% 426
2023
Q3 		$371K Buy
+3,641
New +$398K 0.01% 448

Other funds holding MTRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MTRN Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Materion (MTRN) stake by 0.87% in Q2 2026, selling an estimated $5.03K and leaving 2,741 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Wealthspire Advisors (New York) first reported a position in MTRN in Q3 2023 and has held it in 12 quarters since. 406 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,741 shares of Materion worth $815K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 24 Materion shares in Q2 2026, an estimated $5.03K.
  • Materion made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #609 holding.
  • Wealthspire Advisors (New York) first reported a position in Materion in Q3 2023 and has held it in 12 quarters since.
  • 406 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.