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 Q3	–	Sell	-1,025	Closed	-$39K	–	827
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%	-$6.4K	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Caldwell Trust's MTCH Position: Q3 2026 in Review

Caldwell Trust sold out of Match Group (MTCH) in Q3 2026, closing a stake of 1,025 shares — an estimated $39K sold.

Caldwell Trust first reported a position in MTCH in Q3 2020 and held it in 24 quarters. The position peaked at $175K in Q2 2021. 410 funds tracked by Wall St. Rank hold MTCH as of Q3 2026.

Caldwell Trust reported no remaining Match Group position as of Q3 2026 after selling out during the quarter.
Caldwell Trust sold 1,025 Match Group shares in Q3 2026, an estimated $39K.
Caldwell Trust first reported a position in Match Group in Q3 2020 and held it in 24 quarters.
Caldwell Trust's Match Group position peaked at $175K in Q2 2021.
410 funds tracked by Wall St. Rank held Match Group as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.