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Basecamp Wealth Advisors’s Matsons MATX Stock Holding History

Basecamp 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
2026
Q2 		$1.35K Hold
7
– – ﹤0.01% 1449
2026
Q1 		$1.15K Hold
7
– – ﹤0.01% 1526
2025
Q4 		$865 Buy
+7
New +$752 ﹤0.01% 1528

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Basecamp Wealth Advisors's MATX Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Matsons (MATX) position steady in Q2 2026 at 7 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Basecamp Wealth Advisors first reported a position in MATX in Q4 2025 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Basecamp Wealth Advisors held 7 shares of Matsons worth $1.35K as of Q2 2026.
  • Basecamp Wealth Advisors left its Matsons share count unchanged in Q2 2026.
  • Matsons made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1449 holding.
  • Basecamp Wealth Advisors first reported a position in Matsons in Q4 2025 and has held it in 3 quarters since.
  • 426 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.