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Evolve Private Wealth’s Matsons MATX Stock Holding History

Evolve Private Wealth’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 		$1.09M Buy
6,676
+272
+4% +$42.3K 0.06% 310
2025
Q4 		$791K Buy
+6,404
New +$688K 0.05% 365

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

Evolve Private Wealth's MATX Position: Q1 2026 in Review

Evolve Private Wealth increased its Matsons (MATX) stake by 4.2% in Q1 2026, buying an estimated $42.3K and bringing the position to 6,676 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #310.

Evolve Private Wealth first reported a position in MATX in Q4 2025 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Evolve Private Wealth held 6,676 shares of Matsons worth $1.09M as of Q1 2026.
  • Evolve Private Wealth bought 272 Matsons shares in Q1 2026, an estimated $42.3K.
  • Matsons made up 0.06% of Evolve Private Wealth's portfolio in Q1 2026, its #310 holding.
  • Evolve Private Wealth first reported a position in Matsons in Q4 2025 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.