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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
Q2 		$1.3M Buy
6,779
+103
+2% +$18.8K 0.08% 222
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 $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

Evolve Private Wealth's MATX Position: Q2 2026 in Review

Evolve Private Wealth increased its Matsons (MATX) stake by 1.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 6,779 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #222.

Evolve Private Wealth first reported a position in MATX in Q4 2025 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Evolve Private Wealth held 6,779 shares of Matsons worth $1.3M as of Q2 2026.
  • Evolve Private Wealth bought 103 Matsons shares in Q2 2026, an estimated $18.8K.
  • Matsons made up 0.08% of Evolve Private Wealth's portfolio in Q2 2026, its #222 holding.
  • Evolve Private Wealth first reported a position in Matsons in Q4 2025 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.