Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Matsons MATX Stock Holding History

Cambridge Investment Research 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 		$599K Sell
3,657
-588
-14% -$91.5K ﹤0.01% 2640
2025
Q4 		$525K Sell
4,245
-655
-13% -$70.4K ﹤0.01% 2671
2025
Q3 		$483K Sell
4,900
-3,575
-42% -$382K ﹤0.01% 2710
2025
Q2 		$944K Buy
8,475
+1,615
+24% +$177K ﹤0.01% 1996
2025
Q1 		$879K Sell
6,860
-912
-12% -$125K ﹤0.01% 1966
2024
Q4 		$1.05M Sell
7,772
-1,116
-13% -$163K ﹤0.01% 1834
2024
Q3 		$1.27M Sell
8,888
-2,346
-21% -$309K ﹤0.01% 1686
2024
Q2 		$1.47M Buy
11,234
+5,439
+94% +$632K 0.01% 1497
2024
Q1 		$651K Sell
5,795
-238
-4% -$26.8K ﹤0.01% 2039
2023
Q4 		$661K Buy
6,033
+122
+2% +$11.6K ﹤0.01% 1965
2023
Q3 		$524K Buy
5,911
+1,463
+33% +$128K ﹤0.01% 2039
2023
Q2 		$346K Buy
4,448
+5
+0.1% +$343 ﹤0.01% 2422
2023
Q1 		$265K Sell
4,443
-559
-11% -$36K ﹤0.01% 2593
2022
Q4 		$313K Sell
5,002
-6,330
-56% -$418K ﹤0.01% 2397
2022
Q3 		$697K Buy
11,332
+88
+0.8% +$6.76K ﹤0.01% 1716
2022
Q2 		$819K Buy
11,244
+6,499
+137% +$559K ﹤0.01% 1610
2022
Q1 		$572K Buy
4,745
+182
+4% +$18.3K ﹤0.01% 1996
2021
Q4 		$411K Buy
4,563
+499
+12% +$42.6K ﹤0.01% 2271
2021
Q3 		$328K Buy
4,064
+316
+8% +$23.4K ﹤0.01% 2387
2021
Q2 		$240K Buy
3,748
+102
+3% +$6.66K ﹤0.01% 2660
2021
Q1 		$243K Buy
+3,646
New +$250K ﹤0.01% 2452

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

Cambridge Investment Research Advisors's MATX Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Matsons (MATX) stake by 14% in Q1 2026, selling an estimated $91.5K and leaving 3,657 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Cambridge Investment Research Advisors first reported a position in MATX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.47M in Q2 2024. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Cambridge Investment Research Advisors held 3,657 shares of Matsons worth $599K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 588 Matsons shares in Q1 2026, an estimated $91.5K.
  • Matsons made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2640 holding.
  • Cambridge Investment Research Advisors first reported a position in Matsons in Q1 2021 and has held it in 21 quarters since.
  • Cambridge Investment Research Advisors's Matsons position peaked at $1.47M in Q2 2024.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.