Zacks Investment Management’s Materion MTRN Stock Holding History

Zacks Investment Management’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	$362K	Sell	2,506 -428	-15%	-$62.2K	﹤0.01%	548
2025 Q4	$365K	Sell	2,934 -493	-14%	-$60.8K	﹤0.01%	553
2025 Q3	$414K	Buy	+3,427	New	+$360K	﹤0.01%	526
2023 Q1	–	Sell	-2,507	Closed	-$219K	–	678
2022 Q4	$219K	Sell	2,507 -374	-13%	-$30.5K	﹤0.01%	552
2022 Q3	$231K	Hold	2,881	–	–	﹤0.01%	518
2022 Q2	$212K	Buy	2,881 +234	+9%	+$18.8K	﹤0.01%	540
2022 Q1	$227K	Buy	2,647 +157	+6%	+$13.4K	﹤0.01%	561
2021 Q4	$229K	Buy	+2,490	New	+$208K	﹤0.01%	573
2019 Q4	–	Sell	-6,688	Closed	-$410K	–	568
2019 Q3	$410K	Buy	+6,688	New	+$415K	0.01%	456

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