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Center for Financial Planning’s Matsons MATX Stock Holding History

Center for Financial Planning’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
2025
Q3 		– Sell
-13
Closed -$1.45K – 687
2025
Q2 		$1.45K Hold
13
– – ﹤0.01% 582
2025
Q1 		$1.67K Hold
13
– – ﹤0.01% 601
2024
Q4 		$1.75K Buy
+13
New +$1.89K ﹤0.01% 549

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Center for Financial Planning's MATX Position: Q3 2025 in Review

Center for Financial Planning sold out of Matsons (MATX) in Q3 2025, closing a stake of 13 shares — an estimated $1.45K sold.

Center for Financial Planning first reported a position in MATX in Q4 2024 and held it in 3 quarters. The position peaked at $1.75K in Q4 2024. 346 funds tracked by Wall St. Rank hold MATX as of Q3 2025.

  • Center for Financial Planning reported no remaining Matsons position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 13 Matsons shares in Q3 2025, an estimated $1.45K.
  • Center for Financial Planning first reported a position in Matsons in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Matsons position peaked at $1.75K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Matsons as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.