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Wetzel Investment Advisors’s Materion MTRN Stock Holding History

Wetzel Investment Advisors’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
Q3 		$404K Hold
1,500
– – 0.14% 81
2026
Q2 		$446K Hold
1,500
– – 0.15% 77
2026
Q1 		$217K Buy
+1,500
New +$218K 0.09% 128
2024
Q3 		– Sell
-1,500
Closed -$198K – 612
2024
Q2 		$198K Hold
1,500
– – 0.11% 116
2024
Q1 		$180K Hold
1,500
– – 0.11% 120
2023
Q4 		$195K Buy
+1,500
New +$165K 0.12% 111

Other funds holding MTRN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wetzel Investment Advisors's MTRN Position: Q3 2026 in Review

Wetzel Investment Advisors held its Materion (MTRN) position steady in Q3 2026 at 1,500 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #81.

Wetzel Investment Advisors first reported a position in MTRN in Q4 2023 and has held it in 6 quarters since. The position peaked at $446K in Q2 2026. 29 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

  • Wetzel Investment Advisors held 1,500 shares of Materion worth $404K as of Q3 2026.
  • Wetzel Investment Advisors left its Materion share count unchanged in Q3 2026.
  • Materion made up 0.14% of Wetzel Investment Advisors's portfolio in Q3 2026, its #81 holding.
  • Wetzel Investment Advisors first reported a position in Materion in Q4 2023 and has held it in 6 quarters since.
  • Wetzel Investment Advisors's Materion position peaked at $446K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Materion as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.