Abound Wealth Management’s Matsons MATX Stock Holding History

Abound Wealth Management’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 Q2	$193	Hold	1	–	–	﹤0.01%	1122
2026 Q1	$164	Sell	1 -1	-50%	-$156	﹤0.01%	1298
2025 Q4	$248	Hold	2	–	–	﹤0.01%	1109
2025 Q3	$198	Hold	2	–	–	﹤0.01%	1120
2025 Q2	$223	Hold	2	–	–	﹤0.01%	1002
2025 Q1	$257	Hold	2	–	–	﹤0.01%	909
2024 Q4	$270	Sell	2 -2	-50%	-$291	﹤0.01%	930
2024 Q3	$571	Hold	4	–	–	﹤0.01%	849
2024 Q2	$524	Hold	4	–	–	﹤0.01%	816
2024 Q1	$450	Hold	4	–	–	﹤0.01%	927
2023 Q4	$439	Hold	4	–	–	﹤0.01%	979
2023 Q3	$355	Hold	4	–	–	﹤0.01%	940
2023 Q2	$311	Buy	+4	New	+$274	﹤0.01%	1032

Other funds holding MATX

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Abound Wealth Management's MATX Position: Q2 2026 in Review

Abound Wealth Management held its Matsons (MATX) position steady in Q2 2026 at 1 share worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Abound Wealth Management first reported a position in MATX in Q2 2023 and has held it in 13 quarters since. The position peaked at $571 in Q3 2024. 42 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

Abound Wealth Management held 1 share of Matsons worth $193 as of Q2 2026.
Abound Wealth Management left its Matsons share count unchanged in Q2 2026.
Matsons made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1122 holding.
Abound Wealth Management first reported a position in Matsons in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Matsons position peaked at $571 in Q3 2024.
42 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.