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Equitable Trust’s Matthews International MATW Stock Holding History

Equitable Trust’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
2026
Q2 		$1.59M Buy
58,905
+28,470
+94% +$765K 0.07% 188
2026
Q1 		$786K Buy
30,435
+1,390
+5% +$36.4K 0.04% 254
2025
Q4 		$759K Buy
29,045
+20,070
+224% +$493K 0.03% 268
2025
Q3 		$218K Buy
+8,975
New +$220K 0.01% 427

Other funds holding MATW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Equitable Trust's MATW Position: Q2 2026 in Review

Equitable Trust increased its Matthews International (MATW) stake by 94% in Q2 2026, buying an estimated $765K and bringing the position to 58,905 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #188.

Equitable Trust first reported a position in MATW in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • Equitable Trust held 58,905 shares of Matthews International worth $1.59M as of Q2 2026.
  • Equitable Trust bought 28,470 Matthews International shares in Q2 2026, an estimated $765K.
  • Matthews International made up 0.07% of Equitable Trust's portfolio in Q2 2026, its #188 holding.
  • Equitable Trust first reported a position in Matthews International in Q3 2025 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.