AWA
MATX icon

Arkadios Wealth Advisors’s Matsons MATX Stock Holding History

Arkadios Wealth Advisors’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
2025
Q3 		– Sell
-2,749
Closed -$306K – 1498
2025
Q2 		$306K Buy
+2,749
New +$301K 0.01% 1049
2024
Q3 		– Sell
-3,195
Closed -$418K – 957
2024
Q2 		$418K Buy
+3,195
New +$371K 0.03% 521

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arkadios Wealth Advisors's MATX Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Matsons (MATX) in Q3 2025, closing a stake of 2,749 shares — an estimated $306K sold.

Arkadios Wealth Advisors first reported a position in MATX in Q2 2024 and held it in 2 quarters. The position peaked at $418K in Q2 2024. 346 funds tracked by Wall St. Rank hold MATX as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Matsons position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,749 Matsons shares in Q3 2025, an estimated $306K.
  • Arkadios Wealth Advisors first reported a position in Matsons in Q2 2024 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Matsons position peaked at $418K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Matsons as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.