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MATX icon

Inspire Investing’s Matsons MATX Stock Holding History

Inspire Investing’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 		$519K Sell
3,166
-629
-17% -$97.8K 0.03% 547
2025
Q4 		$469K Sell
3,795
-838
-18% -$90K 0.04% 440
2025
Q3 		$457K Buy
4,633
+1,102
+31% +$118K 0.04% 440
2025
Q2 		$393K Sell
3,531
-5,094
-59% -$557K 0.04% 385
2025
Q1 		$1.11M Buy
8,625
+5,653
+190% +$775K 0.13% 171
2024
Q4 		$401K Buy
2,972
+85
+3% +$12.4K 0.04% 567
2024
Q3 		$412K Buy
2,887
+175
+6% +$23K 0.04% 607
2024
Q2 		$355K Sell
2,712
-3,324
-55% -$386K 0.04% 402
2024
Q1 		$678K Buy
6,036
+2,506
+71% +$282K 0.07% 280
2023
Q4 		$387K Buy
3,530
+66
+2% +$6.26K 0.04% 441
2023
Q3 		$307K Sell
3,464
-591
-15% -$51.6K 0.04% 525
2023
Q2 		$315K Sell
4,055
-515
-11% -$35.3K 0.04% 479
2023
Q1 		$273K Buy
4,570
+800
+21% +$51.5K 0.03% 638
2022
Q4 		$236K Buy
3,770
+391
+12% +$25.8K 0.03% 527
2022
Q3 		$208K Buy
3,379
+471
+16% +$36.2K 0.03% 396
2022
Q2 		$212K Buy
2,908
+960
+49% +$82.5K 0.03% 547
2022
Q1 		$235K Sell
1,948
-1,467
-43% -$148K 0.03% 608
2021
Q4 		$307K Sell
3,415
-270
-7% -$23K 0.04% 305
2021
Q3 		$297K Buy
+3,685
New +$273K 0.04% 316
2020
Q4 		– Sell
-7,451
Closed -$299K – 659
2020
Q3 		$299K Sell
7,451
-2,042
-22% -$77.1K 0.08% 242
2020
Q2 		$276K Buy
9,493
+1,203
+15% +$34.6K 0.1% 238
2020
Q1 		$254K Buy
8,290
+2,964
+56% +$105K 0.1% 267
2019
Q4 		$217K Sell
5,326
-680
-11% -$25.9K 0.08% 254
2019
Q3 		$225K Buy
6,006
+238
+4% +$9.04K 0.09% 247
2019
Q2 		$224K Buy
+5,768
New +$218K 0.09% 220
2018
Q1 		– Sell
-1,619
Closed -$48K – 491
2017
Q4 		$48K Buy
+1,619
New +$45.7K 0.04% 742

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

Inspire Investing's MATX Position: Q1 2026 in Review

Inspire Investing reduced its Matsons (MATX) stake by 17% in Q1 2026, selling an estimated $97.8K and leaving 3,166 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #547.

Inspire Investing first reported a position in MATX in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.11M in Q1 2025. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Inspire Investing held 3,166 shares of Matsons worth $519K as of Q1 2026.
  • Inspire Investing sold 629 Matsons shares in Q1 2026, an estimated $97.8K.
  • Matsons made up 0.03% of Inspire Investing's portfolio in Q1 2026, its #547 holding.
  • Inspire Investing first reported a position in Matsons in Q4 2017 and has held it in 26 quarters since.
  • Inspire Investing's Matsons position peaked at $1.11M in Q1 2025.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.