GWM
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Gilpin Wealth Management’s Matsons MATX Stock Holding History

Gilpin Wealth Management’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
Q3 		$121K Hold
549
– – 0.08% 172
2026
Q2 		$106K Hold
549
– – 0.07% 179
2026
Q1 		$90K Buy
549
+2
+0.4% +$311 0.07% 175
2025
Q4 		$67.6K Buy
+547
New +$58.8K 0.05% 176

Other funds holding MATX

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's MATX Position: Q3 2026 in Review

Gilpin Wealth Management held its Matsons (MATX) position steady in Q3 2026 at 549 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #172.

Gilpin Wealth Management first reported a position in MATX in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold MATX as of Q3 2026.

  • Gilpin Wealth Management held 549 shares of Matsons worth $121K as of Q3 2026.
  • Gilpin Wealth Management left its Matsons share count unchanged in Q3 2026.
  • Matsons made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Gilpin Wealth Management first reported a position in Matsons in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Matsons as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.