Caldwell Trust’s Match Group MTCH Stock Holding History

Caldwell Trust’s Portfolio MTCH Stock Details MTCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39K	Hold	1,025	–	–	﹤0.01%	526
2026 Q1	$31.5K	Hold	1,025	–	–	﹤0.01%	543
2025 Q4	$33.1K	Hold	1,025	–	–	﹤0.01%	528
2025 Q3	$36.2K	Hold	1,025	–	–	﹤0.01%	514
2025 Q2	$31.7K	Hold	1,025	–	–	﹤0.01%	516
2025 Q1	$32K	Hold	1,025	–	–	﹤0.01%	505
2024 Q4	$33.5K	Hold	1,025	–	–	﹤0.01%	492
2024 Q3	$38.8K	Hold	1,025	–	–	﹤0.01%	485
2024 Q2	$31.1K	Hold	1,025	–	–	﹤0.01%	498
2024 Q1	$37.2K	Hold	1,025	–	–	﹤0.01%	492
2023 Q4	$37.4K	Hold	1,025	–	–	﹤0.01%	481
2023 Q3	$40.2K	Hold	1,025	–	–	0.01%	470
2023 Q2	$42.9K	Hold	1,025	–	–	0.01%	471
2023 Q1	$39.4K	Hold	1,025	–	–	0.01%	473
2022 Q4	$42.5K	Hold	1,025	–	–	0.01%	445
2022 Q3	$48.9K	Hold	1,025	–	–	0.01%	428
2022 Q2	$71.4K	Hold	1,025	–	–	0.01%	393
2022 Q1	$111K	Sell	1,025 -58	-5%	-$6.41K	0.01%	355
2021 Q4	$143K	Hold	1,083	–	–	0.02%	329
2021 Q3	$170K	Hold	1,083	–	–	0.02%	300
2021 Q2	$175K	Hold	1,083	–	–	0.02%	297
2021 Q1	$149K	Hold	1,083	–	–	0.02%	307
2020 Q4	$164K	Hold	1,083	–	–	0.02%	281
2020 Q3	$120K	Buy	+1,083	New	+$115K	0.02%	305

Other funds holding MTCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caldwell Trust's MTCH Position: Q2 2026 in Review

Caldwell Trust held its Match Group (MTCH) position steady in Q2 2026 at 1,025 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Caldwell Trust first reported a position in MTCH in Q3 2020 and has held it in 24 quarters since. The position peaked at $175K in Q2 2021. 597 funds tracked by Wall St. Rank hold MTCH as of Q2 2026.

Caldwell Trust held 1,025 shares of Match Group worth $39K as of Q2 2026.
Caldwell Trust left its Match Group share count unchanged in Q2 2026.
Match Group made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #526 holding.
Caldwell Trust first reported a position in Match Group in Q3 2020 and has held it in 24 quarters since.
Caldwell Trust's Match Group position peaked at $175K in Q2 2021.
597 funds tracked by Wall St. Rank held Match Group as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.