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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return