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EverSource Wealth Advisors’s Matsons MATX Stock Holding History

EverSource Wealth Advisors’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
2026
Q2 		$58.6K Buy
305
+23
+8% +$4.19K ﹤0.01% 1672
2026
Q1 		$46.2K Buy
282
+24
+9% +$3.73K ﹤0.01% 1950
2025
Q4 		$31.9K Buy
258
+94
+57% +$10.1K ﹤0.01% 2058
2025
Q3 		$16.2K Sell
164
-48
-23% -$5.13K ﹤0.01% 2512
2025
Q2 		$23.6K Buy
212
+68
+47% +$7.44K ﹤0.01% 2173
2025
Q1 		$18.5K Buy
144
+31
+27% +$4.25K ﹤0.01% 1731
2024
Q4 		$15.2K Buy
113
+5
+5% +$728 ﹤0.01% 1774
2024
Q3 		$15.4K Buy
108
+6
+6% +$789 ﹤0.01% 1627
2024
Q2 		$13.5K Hold
102
– – ﹤0.01% 1700
2024
Q1 		$11K Buy
102
+4
+4% +$451 ﹤0.01% 1642
2023
Q4 		$10.7K Buy
98
+16
+20% +$1.52K ﹤0.01% 1529
2023
Q3 		$7.28K Hold
82
– – ﹤0.01% 1536
2023
Q2 		$6.37K Buy
82
+14
+21% +$960 ﹤0.01% 1628
2023
Q1 		$4.06K Hold
68
– – ﹤0.01% 1718
2022
Q4 		$4.25K Sell
68
-13
-16% -$859 ﹤0.01% 1669
2022
Q3 		$5K Buy
+81
New +$6.22K ﹤0.01% 1377

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Matsons (MATX) stake by 8.2% in Q2 2026, buying an estimated $4.19K and bringing the position to 305 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

EverSource Wealth Advisors first reported a position in MATX in Q3 2022 and has held it in 16 quarters since. 429 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • EverSource Wealth Advisors held 305 shares of Matsons worth $58.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 23 Matsons shares in Q2 2026, an estimated $4.19K.
  • Matsons made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1672 holding.
  • EverSource Wealth Advisors first reported a position in Matsons in Q3 2022 and has held it in 16 quarters since.
  • 429 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

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