Rothwell Investment Advisors, LLC’s Matsons MATX Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio MATX Stock Details MATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$291K	Buy	+1,323	New	+$287K	0.16%	132

Other funds holding MATX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MATX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Matsons (MATX) in Q3 2026: 1,323 shares worth $291K. The stake represents 0.16% of the portfolio and ranks #132 among its holdings.

204 funds tracked by Wall St. Rank hold MATX as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,323 shares of Matsons worth $291K as of Q3 2026.
Matsons was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Matsons made up 0.16% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #132 holding.
204 funds tracked by Wall St. Rank held Matsons as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.