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Clearstead Advisors’s Matrix Service MTRX Stock Holding History

Clearstead Advisors’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12K Buy
+82
New +$1.06K ﹤0.01% 2658
2026
Q1 		– Sell
-1
Closed -$12 – 2634
2025
Q4 		$12 Sell
1
-73
-99% -$917 ﹤0.01% 2710
2025
Q3 		$968 Buy
74
+68
+1,133% +$966 ﹤0.01% 2625
2025
Q2 		$82 Buy
+6
New +$72 ﹤0.01% 2640

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's MTRX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Matrix Service (MTRX) in Q2 2026: 82 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #2658 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MTRX as recently as Q4 2025.

Clearstead Advisors first reported a position in MTRX in Q2 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • Clearstead Advisors held 82 shares of Matrix Service worth $1.12K as of Q2 2026.
  • Matrix Service was a new Clearstead Advisors position in Q2 2026.
  • Matrix Service made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2658 holding.
  • Clearstead Advisors first reported a position in Matrix Service in Q2 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.