EWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EverSource Wealth Advisors's MATX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Matsons (MATX) stake by 9.3% in Q1 2026, buying an estimated $3.73K and bringing the position to 282 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

EverSource Wealth Advisors first reported a position in MATX in Q3 2022 and has held it in 15 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • EverSource Wealth Advisors held 282 shares of Matsons worth $46.2K as of Q1 2026.
  • EverSource Wealth Advisors bought 24 Matsons shares in Q1 2026, an estimated $3.73K.
  • Matsons made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1950 holding.
  • EverSource Wealth Advisors first reported a position in Matsons in Q3 2022 and has held it in 15 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.