EWA
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EverSource Wealth Advisors’s Mattel MAT Stock Holding History

EverSource Wealth Advisors’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.5K Sell
540
-4,080
-88% -$59.7K ﹤0.01% 3071
2026
Q1 		$67.1K Sell
4,620
-1,960
-30% -$35.7K ﹤0.01% 1680
2025
Q4 		$131K Buy
6,580
+260
+4% +$5.02K ﹤0.01% 1174
2025
Q3 		$106K Sell
6,320
-2,457
-28% -$44.8K ﹤0.01% 1248
2025
Q2 		$173K Buy
8,777
+5,762
+191% +$103K 0.01% 922
2025
Q1 		$58.6K Buy
3,015
+1,472
+95% +$29.2K ﹤0.01% 1165
2024
Q4 		$27.4K Buy
1,543
+926
+150% +$17.5K ﹤0.01% 1470
2024
Q3 		$11.8K Hold
617
– – ﹤0.01% 1765
2024
Q2 		$11.9K Sell
617
-1
-0.2% -$18 ﹤0.01% 1754
2024
Q1 		$11.3K Sell
618
-207
-25% -$3.92K ﹤0.01% 1623
2023
Q4 		$15.6K Buy
825
+53
+7% +$1.03K ﹤0.01% 1360
2023
Q3 		$17K Buy
772
+108
+16% +$2.31K ﹤0.01% 1185
2023
Q2 		$13K Sell
664
-175
-21% -$3.16K ﹤0.01% 1328
2023
Q1 		$15.4K Buy
839
+80
+11% +$1.49K ﹤0.01% 1189
2022
Q4 		$13.5K Buy
759
+249
+49% +$4.51K ﹤0.01% 1213
2022
Q3 		$10K Buy
510
+480
+1,600% +$10.7K ﹤0.01% 1139
2022
Q2 		$0 Buy
+30
New +$709 ﹤0.01% 1815

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EverSource Wealth Advisors's MAT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mattel (MAT) stake by 88% in Q2 2026, selling an estimated $59.7K and leaving 540 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

EverSource Wealth Advisors first reported a position in MAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $173K in Q2 2025. 403 funds tracked by Wall St. Rank hold MAT as of Q2 2026.

  • EverSource Wealth Advisors held 540 shares of Mattel worth $7.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,080 Mattel shares in Q2 2026, an estimated $59.7K.
  • Mattel made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3071 holding.
  • EverSource Wealth Advisors first reported a position in Mattel in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Mattel position peaked at $173K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Mattel as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.