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Horizon Investments’s Matsons MATX Stock Holding History

Horizon Investments’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 		$1.48M Buy
9,044
+2,571
+40% +$400K 0.02% 560
2025
Q4 		$800K Buy
6,473
+936
+17% +$101K 0.01% 694
2025
Q3 		$544K Sell
5,537
-5,294
-49% -$566K 0.01% 809
2025
Q2 		$1.2M Buy
+10,831
New +$1.19M 0.02% 524
2025
Q1 		– Sell
-11
Closed -$1.48K – 905
2024
Q4 		$1.48K Buy
+11
New +$1.6K ﹤0.01% 763

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

Horizon Investments's MATX Position: Q1 2026 in Review

Horizon Investments increased its Matsons (MATX) stake by 40% in Q1 2026, buying an estimated $400K and bringing the position to 9,044 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #560.

Horizon Investments first reported a position in MATX in Q4 2024 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Horizon Investments held 9,044 shares of Matsons worth $1.48M as of Q1 2026.
  • Horizon Investments bought 2,571 Matsons shares in Q1 2026, an estimated $400K.
  • Matsons made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #560 holding.
  • Horizon Investments first reported a position in Matsons in Q4 2024 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.