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Capital Advisors Ltd’s Matthews International MATW Stock Holding History

Capital Advisors Ltd’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30
Closed -$1K – 1518
2025
Q1 		$1K Sell
30
-2
-6% -$52 ﹤0.01% 1218
2024
Q4 		$1K Buy
+32
New +$820 ﹤0.01% 1245

Other funds holding MATW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's MATW Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Matthews International (MATW) in Q2 2025, closing a stake of 30 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in MATW in Q4 2024 and held it in 2 quarters. The position peaked at $1K in Q1 2025. 161 funds tracked by Wall St. Rank hold MATW as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Matthews International position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 30 Matthews International shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Matthews International in Q4 2024 and held it in 2 quarters.
  • Capital Advisors Ltd's Matthews International position peaked at $1K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Matthews International as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.