BWA
MATX icon

BlueChip Wealth Advisors’s Matsons MATX Stock Holding History

BlueChip 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
Q1 		$404K Sell
2,465
-95
-4% -$14.8K 0.18% 98
2025
Q4 		$316K Buy
2,560
+40
+2% +$4.3K 0.13% 117
2025
Q3 		$248K Sell
2,520
-120
-5% -$12.8K 0.11% 134
2025
Q2 		$294K Buy
+2,640
New +$289K 0.13% 134

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

BlueChip Wealth Advisors's MATX Position: Q1 2026 in Review

BlueChip Wealth Advisors reduced its Matsons (MATX) stake by 3.7% in Q1 2026, selling an estimated $14.8K and leaving 2,465 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #98.

BlueChip Wealth Advisors first reported a position in MATX in Q2 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • BlueChip Wealth Advisors held 2,465 shares of Matsons worth $404K as of Q1 2026.
  • BlueChip Wealth Advisors sold 95 Matsons shares in Q1 2026, an estimated $14.8K.
  • Matsons made up 0.18% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • BlueChip Wealth Advisors first reported a position in Matsons in Q2 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.