Carson Wealth (CWM LLC)’s Matthews International MATW Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$9.45K	Sell	366 -87	-19%	-$2.28K	﹤0.01%	4795
2025 Q4	$12K	Buy	453 +57	+14%	+$1.4K	﹤0.01%	4465
2025 Q3	$10K	Sell	396 -404	-51%	-$9.91K	﹤0.01%	4480
2025 Q2	$19K	Buy	800 +30	+4%	+$632	﹤0.01%	3948
2025 Q1	$17K	Sell	770 -102	-12%	-$2.65K	﹤0.01%	3801
2024 Q4	$24K	Buy	872 +188	+27%	+$4.82K	﹤0.01%	3322
2024 Q3	$16K	Buy	684 +28	+4%	+$706	﹤0.01%	3514
2024 Q2	$16K	Buy	656 +314	+92%	+$8.62K	﹤0.01%	3270
2024 Q1	$11K	Buy	342 +8	+2%	+$247	﹤0.01%	3284
2023 Q4	$12K	Sell	334 -81	-20%	-$2.97K	﹤0.01%	3086
2023 Q3	$16K	Buy	415 +1	+0.2%	+$43	﹤0.01%	2837
2023 Q2	$18K	Buy	414 +8	+2%	+$310	﹤0.01%	2715
2023 Q1	$15K	Buy	406 +52	+15%	+$1.91K	﹤0.01%	2697
2022 Q4	$11K	Buy	354 +17	+5%	+$476	﹤0.01%	2756
2022 Q3	$8K	Buy	337 +22	+7%	+$572	﹤0.01%	2827
2022 Q2	$9K	Sell	315 -52	-14%	-$1.59K	﹤0.01%	2646
2022 Q1	$12K	Buy	367 +56	+18%	+$1.92K	﹤0.01%	2379
2021 Q4	$11K	Buy	+311	New	+$11.3K	﹤0.01%	2307
2021 Q2	$11K	Hold	296	–	–	﹤0.01%	2066
2021 Q1	$11K	Hold	296	–	–	﹤0.01%	2066
2020 Q4	$11K	Hold	296	–	–	﹤0.01%	2065
2020 Q3	$11K	Hold	296	–	–	﹤0.01%	2064
2020 Q2	$11K	Hold	296	–	–	﹤0.01%	2064
2020 Q1	$11K	Hold	296	–	–	﹤0.01%	2064
2019 Q4	$11K	Hold	296	–	–	﹤0.01%	2064
2019 Q3	$11K	Hold	296	–	–	﹤0.01%	2064
2019 Q2	$11K	Hold	296	–	–	﹤0.01%	2064
2019 Q1	$11K	Buy	296 +19	+7%	+$773	﹤0.01%	2064
2018 Q4	$11K	Sell	277 -26	-9%	-$1.11K	﹤0.01%	1306
2018 Q3	$15K	Buy	303 +1	+0.3%	+$54	﹤0.01%	1039
2018 Q2	$18K	Buy	302 +20	+7%	+$1.07K	﹤0.01%	858
2018 Q1	$14K	Hold	282	–	–	﹤0.01%	781
2017 Q4	$15K	Hold	282	–	–	﹤0.01%	773
2017 Q3	$18K	Hold	282	–	–	﹤0.01%	727
2017 Q2	$17K	Hold	282	–	–	﹤0.01%	667
2017 Q1	$19K	Buy	282 +8	+3%	+$554	﹤0.01%	610
2016 Q4	$21K	Buy	+274	New	+$18.4K	﹤0.01%	576
2014 Q4	–	Sell	-5,675	Closed	-$249K	–	189
2014 Q3	$249K	Hold	5,675	–	–	0.04%	169
2014 Q2	$236K	Hold	5,675	–	–	0.04%	164
2014 Q1	$232K	Hold	5,675	–	–	0.03%	129
2013 Q4	$242K	Buy	+5,675	New	+$232K	0.04%	156

Other funds holding MATW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MATW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Matthews International (MATW) stake by 19% in Q1 2026, selling an estimated $2.28K and leaving 366 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4795.

Carson Wealth (CWM LLC) first reported a position in MATW in Q4 2013 and has held it in 41 quarters since. The position peaked at $249K in Q3 2014. 169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

Carson Wealth (CWM LLC) held 366 shares of Matthews International worth $9.45K as of Q1 2026.
Carson Wealth (CWM LLC) sold 87 Matthews International shares in Q1 2026, an estimated $2.28K.
Matthews International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4795 holding.
Carson Wealth (CWM LLC) first reported a position in Matthews International in Q4 2013 and has held it in 41 quarters since.
Carson Wealth (CWM LLC)'s Matthews International position peaked at $249K in Q3 2014.
169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.