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Baron Wealth Management’s Matsons MATX Stock Holding History

Baron 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
2025
Q3 		– Sell
-2,080
Closed -$232K – 261
2025
Q2 		$232K Buy
+2,080
New +$228K 0.08% 190

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

Baron Wealth Management's MATX Position: Q3 2025 in Review

Baron Wealth Management sold out of Matsons (MATX) in Q3 2025, closing a stake of 2,080 shares — an estimated $232K sold.

Baron Wealth Management first reported a position in MATX in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 346 funds tracked by Wall St. Rank hold MATX as of Q3 2025.

  • Baron Wealth Management reported no remaining Matsons position as of Q3 2025 after selling out during the quarter.
  • Baron Wealth Management sold 2,080 Matsons shares in Q3 2025, an estimated $232K.
  • Baron Wealth Management first reported a position in Matsons in Q2 2025 and held it in 1 quarter.
  • Baron Wealth Management's Matsons position peaked at $232K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Matsons as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.