Creative Planning
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Creative Planning’s Matthews International MATW Stock Holding History

Creative Planning’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
-9,558
Closed -$213K – 3754
2025
Q1 		$213K Sell
9,558
-12,555
-57% -$327K ﹤0.01% 3016
2024
Q4 		$612K Buy
+22,113
New +$567K ﹤0.01% 2046
2024
Q1 		– Sell
-5,490
Closed -$201K – 2973
2023
Q4 		$201K Sell
5,490
-1,305
-19% -$47.9K ﹤0.01% 2431
2023
Q3 		$264K Sell
6,795
-3,795
-36% -$164K ﹤0.01% 2038
2023
Q2 		$451K Buy
+10,590
New +$411K ﹤0.01% 1622
2017
Q3 		– Sell
-437
Closed -$27K – 2941
2017
Q2 		$27K Hold
437
– – ﹤0.01% 2959
2017
Q1 		$30K Hold
437
– – ﹤0.01% 2839
2016
Q4 		$34K Hold
437
– – ﹤0.01% 2702
2016
Q3 		$27K Hold
437
– – ﹤0.01% 2834
2016
Q2 		$24K Hold
437
– – ﹤0.01% 2660
2016
Q1 		$22K Hold
437
– – ﹤0.01% 2692
2015
Q4 		$23K Hold
437
– – ﹤0.01% 2744
2015
Q3 		$21K Buy
+437
New +$22.8K ﹤0.01% 2691
2015
Q2 		– Sell
-437
Closed -$23K – 2197
2015
Q1 		$23K Hold
437
– – ﹤0.01% 2618
2014
Q4 		$21K Sell
437
-44
-9% -$2.01K ﹤0.01% 2611
2014
Q3 		$21K Buy
+481
New +$21.5K ﹤0.01% 2514
2014
Q2 		– Sell
-1,650
Closed -$67K – 3889
2014
Q1 		$67K Hold
1,650
– – ﹤0.01% 1631
2013
Q4 		$70K Hold
1,650
– – ﹤0.01% 1397
2013
Q3 		$63K Hold
1,650
– – ﹤0.01% 1381
2013
Q2 		$62K Buy
+1,650
New +$60.6K ﹤0.01% 1264

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

Creative Planning's MATW Position: Q2 2025 in Review

Creative Planning sold out of Matthews International (MATW) in Q2 2025, closing a stake of 9,558 shares — an estimated $213K sold.

Creative Planning first reported a position in MATW in Q2 2013 and held it in 20 quarters. The position peaked at $612K in Q4 2024. 161 funds tracked by Wall St. Rank hold MATW as of Q2 2025.

  • Creative Planning reported no remaining Matthews International position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 9,558 Matthews International shares in Q2 2025, an estimated $213K.
  • Creative Planning first reported a position in Matthews International in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Matthews International position peaked at $612K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Matthews International as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.