DWM
MATX icon

Dogwood Wealth Management’s Matsons MATX Stock Holding History

Dogwood Wealth Management’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
2026
Q2 		$1.92K Hold
10
– – ﹤0.01% 669
2026
Q1 		$1.64K Buy
+10
New +$1.56K ﹤0.01% 676
2025
Q3 		– Sell
-38
Closed -$4.29K – 788
2025
Q2 		$4.29K Buy
+38
New +$4.16K ﹤0.01% 486

Other funds holding MATX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Dogwood Wealth Management's MATX Position: Q2 2026 in Review

Dogwood Wealth Management held its Matsons (MATX) position steady in Q2 2026 at 10 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Dogwood Wealth Management first reported a position in MATX in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.29K in Q2 2025. 43 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Dogwood Wealth Management held 10 shares of Matsons worth $1.92K as of Q2 2026.
  • Dogwood Wealth Management left its Matsons share count unchanged in Q2 2026.
  • Matsons made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #669 holding.
  • Dogwood Wealth Management first reported a position in Matsons in Q2 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's Matsons position peaked at $4.29K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.