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Basecamp Wealth Advisors’s Matrix Service MTRX Stock Holding History

Basecamp Wealth Advisors’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
2026
Q2 		$754 Buy
55
+7
+15% +$90 ﹤0.01% 1570
2026
Q1 		$551 Buy
+48
New +$572 ﹤0.01% 1701

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Basecamp Wealth Advisors increased its Matrix Service (MTRX) stake by 15% in Q2 2026, buying an estimated $90 and bringing the position to 55 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Basecamp Wealth Advisors first reported a position in MTRX in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • Basecamp Wealth Advisors held 55 shares of Matrix Service worth $754 as of Q2 2026.
  • Basecamp Wealth Advisors bought 7 Matrix Service shares in Q2 2026, an estimated $90.
  • Matrix Service made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1570 holding.
  • Basecamp Wealth Advisors first reported a position in Matrix Service in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

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