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Bridgewater Associates’s Matsons MATX Stock Holding History

Bridgewater Associates’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 		$2.4M Buy
+14,633
New +$2.28M 0.01% 613
2025
Q4 		– Sell
-12,373
Closed -$1.22M – 1130
2025
Q3 		$1.22M Sell
12,373
-7,259
-37% -$776K ﹤0.01% 826
2025
Q2 		$2.19M Buy
+19,632
New +$2.15M 0.01% 413
2024
Q4 		– Sell
-6,904
Closed -$985K – 774
2024
Q3 		$985K Sell
6,904
-14,764
-68% -$1.94M 0.01% 604
2024
Q2 		$2.84M Buy
21,668
+5,644
+35% +$656K 0.01% 470
2024
Q1 		$1.8M Sell
16,024
-56,086
-78% -$6.32M 0.01% 511
2023
Q4 		$7.9M Buy
72,110
+3,627
+5% +$344K 0.04% 290
2023
Q3 		$6.08M Buy
68,483
+47,187
+222% +$4.12M 0.04% 322
2023
Q2 		$1.66M Buy
21,296
+149
+0.7% +$10.2K 0.01% 497
2023
Q1 		$1.26M Buy
21,147
+16,102
+319% +$1.04M 0.01% 529
2022
Q4 		$315K Buy
+5,045
New +$333K ﹤0.01% 769
2022
Q3 		– Sell
-50,818
Closed -$3.7M – 961
2022
Q2 		$3.7M Buy
+50,818
New +$4.37M 0.02% 563
2021
Q1 		– Sell
-10,235
Closed -$583K – 547
2020
Q4 		$583K Sell
10,235
-3,876
-27% -$212K 0.01% 445
2020
Q3 		$566K Buy
+14,111
New +$533K 0.01% 390
2020
Q1 		– Sell
-8,088
Closed -$330K – 523
2019
Q4 		$330K Buy
+8,088
New +$309K ﹤0.01% 451
2013
Q3 		– Sell
-9,967
Closed -$249K – 368
2013
Q2 		$249K Buy
+9,967
New +$243K ﹤0.01% 306

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

Bridgewater Associates's MATX Position: Q1 2026 in Review

Bridgewater Associates opened a new position in Matsons (MATX) in Q1 2026: 14,633 shares worth $2.4M. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in MATX as recently as Q3 2025.

Bridgewater Associates first reported a position in MATX in Q2 2013 and has held it in 16 quarters since. The position peaked at $7.9M in Q4 2023. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Bridgewater Associates held 14,633 shares of Matsons worth $2.4M as of Q1 2026.
  • Matsons was a new Bridgewater Associates position in Q1 2026.
  • Matsons made up 0.01% of Bridgewater Associates's portfolio in Q1 2026, its #613 holding.
  • Bridgewater Associates first reported a position in Matsons in Q2 2013 and has held it in 16 quarters since.
  • Bridgewater Associates's Matsons position peaked at $7.9M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.