EWA
MATW icon

EverSource Wealth Advisors’s Matthews International MATW Stock Holding History

EverSource Wealth Advisors’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 		$12.1K Sell
448
-278
-38% -$7.47K ﹤0.01% 2791
2026
Q1 		$18.7K Buy
726
+50
+7% +$1.31K ﹤0.01% 2538
2025
Q4 		$17.7K Buy
676
+64
+10% +$1.57K ﹤0.01% 2464
2025
Q3 		$14.9K Buy
612
+170
+38% +$4.17K ﹤0.01% 2572
2025
Q2 		$10.6K Buy
442
+235
+114% +$4.95K ﹤0.01% 2771
2025
Q1 		$4.6K Buy
207
+127
+159% +$3.3K ﹤0.01% 2539
2024
Q4 		$2.21K Sell
80
-241
-75% -$6.17K ﹤0.01% 2677
2024
Q3 		$7.45K Sell
321
-261
-45% -$6.58K ﹤0.01% 2028
2024
Q2 		$16.8K Sell
582
-60
-9% -$1.65K ﹤0.01% 1589
2024
Q1 		$17.3K Hold
642
– – ﹤0.01% 1431
2023
Q4 		$23.5K Hold
642
– – ﹤0.01% 1165
2023
Q3 		$25K Hold
642
– – ﹤0.01% 1046
2023
Q2 		$27.4K Hold
642
– – ﹤0.01% 1036
2023
Q1 		$23.2K Sell
642
-110
-15% -$4.05K ﹤0.01% 1021
2022
Q4 		$22.9K Sell
752
-28
-4% -$783 ﹤0.01% 1021
2022
Q3 		$17K Buy
780
+715
+1,100% +$18.6K ﹤0.01% 960
2022
Q2 		$2K Sell
65
-279
-81% -$8.53K ﹤0.01% 1530
2022
Q1 		$11K Hold
344
– – ﹤0.01% 935
2021
Q4 		$13K Buy
+344
New +$12.5K ﹤0.01% 852

Other funds holding MATW

ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Matthews International (MATW) stake by 38% in Q2 2026, selling an estimated $7.47K and leaving 448 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

EverSource Wealth Advisors first reported a position in MATW in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.4K in Q2 2023. 32 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • EverSource Wealth Advisors held 448 shares of Matthews International worth $12.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 278 Matthews International shares in Q2 2026, an estimated $7.47K.
  • Matthews International made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2791 holding.
  • EverSource Wealth Advisors first reported a position in Matthews International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Matthews International position peaked at $27.4K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

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