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Empowered Funds’s Matsons MATX Stock Holding History

Empowered Funds’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
Q1 		$3.74M Buy
22,840
+3,090
+16% +$481K 0.02% 768
2025
Q4 		$2.44M Sell
19,750
-2,766
-12% -$297K 0.04% 429
2025
Q3 		$2.22M Sell
22,516
-2,406
-10% -$257K 0.02% 871
2025
Q2 		$2.78M Buy
+24,922
New +$2.73M 0.03% 679
2025
Q1 		– Sell
-16,067
Closed -$2.17M – 1727
2024
Q4 		$2.17M Buy
16,067
+238
+2% +$34.7K 0.03% 704
2024
Q3 		$2.26M Sell
15,829
-21,297
-57% -$2.8M 0.04% 629
2024
Q2 		$4.86M Sell
37,126
-1,206
-3% -$140K 0.08% 318
2024
Q1 		$4.31M Sell
38,332
-9,357
-20% -$1.05M 0.08% 358
2023
Q4 		$5.23M Buy
47,689
+1,994
+4% +$189K 0.13% 222
2023
Q3 		$4.05M Buy
45,695
+1,746
+4% +$152K 0.12% 230
2023
Q2 		$3.42M Buy
+43,949
New +$3.01M 0.12% 219
2022
Q4 		– Sell
-57,427
Closed -$3.79M – 569
2022
Q3 		$3.53M Buy
57,427
+2,797
+5% +$215K 0.34% 83
2022
Q2 		$3.98M Buy
54,630
+15,860
+41% +$1.36M 0.51% 64
2022
Q1 		$4.68M Buy
+38,770
New +$3.91M 0.51% 48

Other funds holding MATX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return