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Almanack Investment Partners’s Matrix Service MTRX Stock Holding History

Almanack Investment Partners’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,119
Closed -$204K – 224
2025
Q2 		$204K Buy
+15,119
New +$182K 0.03% 196

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NIM
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WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HP
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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
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Almanack Investment Partners's MTRX Position: Q3 2025 in Review

Almanack Investment Partners sold out of Matrix Service (MTRX) in Q3 2025, closing a stake of 15,119 shares — an estimated $204K sold.

Almanack Investment Partners first reported a position in MTRX in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 143 funds tracked by Wall St. Rank hold MTRX as of Q3 2025.

  • Almanack Investment Partners reported no remaining Matrix Service position as of Q3 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 15,119 Matrix Service shares in Q3 2025, an estimated $204K.
  • Almanack Investment Partners first reported a position in Matrix Service in Q2 2025 and held it in 1 quarter.
  • Almanack Investment Partners's Matrix Service position peaked at $204K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Matrix Service as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.