EWA
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EverSource Wealth Advisors’s Matrix Service MTRX Stock Holding History

EverSource Wealth Advisors’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.5K Buy
2,301
+66
+3% +$850 ﹤0.01% 2107
2026
Q1 		$25.7K Buy
2,235
+158
+8% +$1.88K ﹤0.01% 2354
2025
Q4 		$24.3K Sell
2,077
-84
-4% -$1.06K ﹤0.01% 2259
2025
Q3 		$28.3K Sell
2,161
-7
-0.3% -$99 ﹤0.01% 2102
2025
Q2 		$29.3K Buy
2,168
+38
+2% +$459 ﹤0.01% 1994
2025
Q1 		$26.5K Buy
2,130
+81
+4% +$1.08K ﹤0.01% 1544
2024
Q4 		$24.5K Buy
2,049
+49
+2% +$601 ﹤0.01% 1515
2024
Q3 		$23.1K Hold
2,000
– – ﹤0.01% 1421
2024
Q2 		$20.2K Hold
2,000
– – ﹤0.01% 1500
2024
Q1 		$22.5K Hold
2,000
– – ﹤0.01% 1307
2023
Q4 		$19.6K Hold
2,000
– – ﹤0.01% 1241
2023
Q3 		$23.6K Hold
2,000
– – ﹤0.01% 1065
2023
Q2 		$11.8K Hold
2,000
– – ﹤0.01% 1374
2023
Q1 		$10.8K Buy
2,000
+350
+21% +$2.43K ﹤0.01% 1317
2022
Q4 		$10.3K Hold
1,650
– – ﹤0.01% 1325
2022
Q3 		$7K Hold
1,650
– – ﹤0.01% 1246
2022
Q2 		$8K Buy
1,650
+1,000
+154% +$6.27K ﹤0.01% 1117
2022
Q1 		$5K Buy
650
+500
+333% +$3.77K ﹤0.01% 1269
2021
Q4 		$1K Buy
+150
New +$1.41K ﹤0.01% 1711

Other funds holding MTRX

ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

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

EverSource Wealth Advisors increased its Matrix Service (MTRX) stake by 3% in Q2 2026, buying an estimated $850 and bringing the position to 2,301 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

EverSource Wealth Advisors first reported a position in MTRX in Q4 2021 and has held it in 19 quarters since. 18 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • EverSource Wealth Advisors held 2,301 shares of Matrix Service worth $31.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 66 Matrix Service shares in Q2 2026, an estimated $850.
  • Matrix Service made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2107 holding.
  • EverSource Wealth Advisors first reported a position in Matrix Service in Q4 2021 and has held it in 19 quarters since.
  • 18 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

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