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Whipplewood Advisors’s Materion MTRN Stock Holding History

Whipplewood 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
Q2 		– Sell
-26
Closed -$3.76K – 906
2026
Q1 		$3.76K Buy
+26
New +$3.78K ﹤0.01% 663
2025
Q3 		– Sell
-26
Closed -$2.06K – 859
2025
Q2 		$2.06K Buy
26
+14
+117% +$1.1K ﹤0.01% 872
2025
Q1 		$3.92K Sell
12
-36
-75% -$3.39K ﹤0.01% 748
2024
Q4 		$4.75K Buy
+48
New +$5.22K ﹤0.01% 707

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

Whipplewood Advisors's MTRN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Materion (MTRN) in Q2 2026, closing a stake of 26 shares — an estimated $3.76K sold.

Whipplewood Advisors first reported a position in MTRN in Q4 2024 and held it in 4 quarters. The position peaked at $4.75K in Q4 2024. 402 funds tracked by Wall St. Rank hold MTRN as of Q2 2026.

  • Whipplewood Advisors reported no remaining Materion position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 26 Materion shares in Q2 2026, an estimated $3.76K.
  • Whipplewood Advisors first reported a position in Materion in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Materion position peaked at $4.75K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Materion as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.