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Essential Partners’s Matthews International MATW Stock Holding History

Essential Partners’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
Q3 		– Sell
-1
Closed -$27 – 2938
2026
Q2 		$27 Hold
1
– – ﹤0.01% 2819
2026
Q1 		$26 Buy
+1
New +$26 ﹤0.01% 2819

Other funds holding MATW

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's MATW Position: Q3 2026 in Review

Essential Partners sold out of Matthews International (MATW) in Q3 2026, closing a stake of 1 share — an estimated $27 sold.

Essential Partners first reported a position in MATW in Q1 2026 and held it in 2 quarters. The position peaked at $27 in Q2 2026. 15 funds tracked by Wall St. Rank hold MATW as of Q3 2026.

  • Essential Partners reported no remaining Matthews International position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 1 Matthews International share in Q3 2026, an estimated $27.
  • Essential Partners first reported a position in Matthews International in Q1 2026 and held it in 2 quarters.
  • Essential Partners's Matthews International position peaked at $27 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Matthews International as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.