Avior Wealth Management’s Mattel MAT Stock Holding History

Avior Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16,029	Closed	-$270K	–	766
2025 Q3	$270K	Buy	+16,029	New	+$292K	0.01%	627
2024 Q2	–	Sell	-37	Closed	-$732	–	3103
2024 Q1	$732	Buy	+37	New	+$701	﹤0.01%	2467
2022 Q2	–	Sell	-5	Closed	–	–	1158
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1179
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1171
2021 Q3	$0	Sell	5 -1,000	-100%	-$20.7K	﹤0.01%	1131
2021 Q2	$20K	Buy	1,005 +1,000	+20,000%	+$20.7K	﹤0.01%	649
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1093
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1043
2020 Q3	$0	Hold	5	–	–	﹤0.01%	987
2020 Q2	$0	Hold	5	–	–	﹤0.01%	960
2020 Q1	$0	Hold	5	–	–	﹤0.01%	852
2019 Q4	$0	Buy	+5	New	+$59	﹤0.01%	838
2017 Q1	–	Sell	-102	Closed	-$3K	–	510
2016 Q4	$3K	Buy	+102	New	+$3.1K	﹤0.01%	436

Other funds holding MAT

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avior Wealth Management's MAT Position: Q4 2025 in Review

Avior Wealth Management sold out of Mattel (MAT) in Q4 2025, closing a stake of 16,029 shares — an estimated $270K sold.

Avior Wealth Management first reported a position in MAT in Q4 2016 and held it in 13 quarters. The position peaked at $270K in Q3 2025. 441 funds tracked by Wall St. Rank hold MAT as of Q4 2025.

Avior Wealth Management reported no remaining Mattel position as of Q4 2025 after selling out during the quarter.
Avior Wealth Management sold 16,029 Mattel shares in Q4 2025, an estimated $270K.
Avior Wealth Management first reported a position in Mattel in Q4 2016 and held it in 13 quarters.
Avior Wealth Management's Mattel position peaked at $270K in Q3 2025.
441 funds tracked by Wall St. Rank held Mattel as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.