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EP Wealth Advisors’s Matsons MATX Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$267K Buy
+2,396
New +$262K ﹤0.01% 1087

Other funds holding MATX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's MATX Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Matsons (MATX) in Q2 2025: 2,396 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

392 funds tracked by Wall St. Rank hold MATX as of Q2 2025.

  • EP Wealth Advisors held 2,396 shares of Matsons worth $267K as of Q2 2025.
  • Matsons was a new EP Wealth Advisors position in Q2 2025.
  • Matsons made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1087 holding.
  • 392 funds tracked by Wall St. Rank held Matsons as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.