CLA (CliftonLarsonAllen) Wealth Advisors’s Matthews International MATW Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 Q2	$344K	Hold	12,771	–	–	﹤0.01%	240
2026 Q1	$330K	Hold	12,771	–	–	﹤0.01%	213
2025 Q4	$334K	Hold	12,771	–	–	0.01%	202
2025 Q3	$310K	Hold	12,771	–	–	﹤0.01%	194
2025 Q2	$305K	Hold	12,771	–	–	0.01%	193
2025 Q1	$284K	Hold	12,771	–	–	0.01%	188
2024 Q4	$354K	Hold	12,771	–	–	0.01%	178
2024 Q3	$296K	Hold	12,771	–	–	0.01%	180
2024 Q2	$320K	Hold	12,771	–	–	0.01%	175
2024 Q1	$397K	Hold	12,771	–	–	0.01%	169
2023 Q4	$468K	Hold	12,771	–	–	0.01%	168
2023 Q3	$497K	Hold	12,771	–	–	0.01%	158
2023 Q2	$544K	Hold	12,771	–	–	0.02%	153
2023 Q1	$461K	Hold	12,771	–	–	0.01%	168
2022 Q4	$389K	Hold	12,771	–	–	0.01%	175
2022 Q3	$286K	Hold	12,771	–	–	0.04%	87
2022 Q2	$366K	Hold	12,771	–	–	0.02%	172
2022 Q1	$413K	Hold	12,771	–	–	0.01%	179
2021 Q4	$468K	Buy	12,771 +332	+3%	+$12K	0.02%	163
2021 Q3	$432K	Sell	12,439 -332	-3%	-$11.4K	0.02%	243
2021 Q2	$459K	Hold	12,771	–	–	0.02%	239
2021 Q1	$505K	Hold	12,771	–	–	0.02%	153
2020 Q4	$375K	Hold	12,771	–	–	0.02%	154
2020 Q3	$286K	Sell	12,771 -161	-1%	-$3.45K	0.02%	149
2020 Q2	$247K	Buy	+12,932	New	+$276K	0.02%	153
2019 Q1	–	Sell	-50,000	Closed	-$2.03M	–	125
2018 Q4	$2.03M	Hold	50,000	–	–	0.2%	69
2018 Q3	$2.51M	Hold	50,000	–	–	0.23%	56
2018 Q2	$2.94M	Hold	50,000	–	–	0.29%	54
2018 Q1	$2.53M	Hold	50,000	–	–	0.25%	55
2017 Q4	$2.64M	Hold	50,000	–	–	0.27%	49
2017 Q3	$3.11M	Hold	50,000	–	–	0.33%	41
2017 Q2	$3.06M	Hold	50,000	–	–	0.34%	42
2017 Q1	$3.38M	Hold	50,000	–	–	0.38%	42
2016 Q4	$3.84M	Hold	50,000	–	–	0.44%	40
2016 Q3	$3.04M	Buy	+50,000	New	+$3M	0.37%	43

Other funds holding MATW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MATW Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Matthews International (MATW) position steady in Q2 2026 at 12,771 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MATW in Q3 2016 and has held it in 35 quarters since. The position peaked at $3.84M in Q4 2016. 179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 12,771 shares of Matthews International worth $344K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors left its Matthews International share count unchanged in Q2 2026.
Matthews International made up ﹤0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #240 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Matthews International in Q3 2016 and has held it in 35 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Matthews International position peaked at $3.84M in Q4 2016.
179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.