HWM
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Hemington Wealth Management’s Matrix Service MTRX Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Sell
47
-2
-4% -$28 ﹤0.01% 1650
2025
Q2 		$0 Sell
49
-52
-51% -$627 ﹤0.01% 1643
2025
Q1 		$1K Sell
101
-23
-19% -$308 ﹤0.01% 1427
2024
Q4 		$1K Sell
124
-5
-4% -$61 ﹤0.01% 1437
2024
Q3 		$1K Buy
+129
New +$1.28K ﹤0.01% 1364

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
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
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hemington Wealth Management's MTRX Position: Q3 2025 in Review

Hemington Wealth Management reduced its Matrix Service (MTRX) stake by 4.1% in Q3 2025, selling an estimated $28 and leaving 47 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Hemington Wealth Management first reported a position in MTRX in Q3 2024 and has held it in 5 quarters since. The position peaked at $1K in Q1 2025. 143 funds tracked by Wall St. Rank hold MTRX as of Q3 2025.

  • Hemington Wealth Management held 47 shares of Matrix Service worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 2 Matrix Service shares in Q3 2025, an estimated $28.
  • Matrix Service made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1650 holding.
  • Hemington Wealth Management first reported a position in Matrix Service in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Matrix Service position peaked at $1K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Matrix Service as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.