EWM
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Evermay Wealth Management’s Matsons MATX Stock Holding History

Evermay 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
2025
Q2 		– Sell
-600
Closed -$76.9K – 591
2025
Q1 		$76.9K Hold
600
– – 0.01% 290
2024
Q4 		$80.9K Hold
600
– – 0.01% 276
2024
Q3 		$85.6K Hold
600
– – 0.01% 282
2024
Q2 		$78.6K Hold
600
– – 0.01% 293
2024
Q1 		$67.4K Hold
600
– – 0.01% 325
2023
Q4 		$65.8K Buy
+600
New +$57K 0.01% 301

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's MATX Position: Q2 2025 in Review

Evermay Wealth Management sold out of Matsons (MATX) in Q2 2025, closing a stake of 600 shares — an estimated $76.9K sold.

Evermay Wealth Management first reported a position in MATX in Q4 2023 and held it in 6 quarters. The position peaked at $85.6K in Q3 2024. 392 funds tracked by Wall St. Rank hold MATX as of Q2 2025.

  • Evermay Wealth Management reported no remaining Matsons position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 600 Matsons shares in Q2 2025, an estimated $76.9K.
  • Evermay Wealth Management first reported a position in Matsons in Q4 2023 and held it in 6 quarters.
  • Evermay Wealth Management's Matsons position peaked at $85.6K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Matsons as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.