IFWM
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Institute for Wealth Management’s Mattel MAT Stock Holding History

Institute for Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Hold
20,759
– – 0.03% 435
2026
Q1 		$302K Hold
20,759
– – 0.03% 425
2025
Q4 		$412K Buy
+20,759
New +$401K 0.04% 356

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Institute for Wealth Management's MAT Position: Q2 2026 in Review

Institute for Wealth Management held its Mattel (MAT) position steady in Q2 2026 at 20,759 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #435.

Institute for Wealth Management first reported a position in MAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $412K in Q4 2025. 403 funds tracked by Wall St. Rank hold MAT as of Q2 2026.

  • Institute for Wealth Management held 20,759 shares of Mattel worth $288K as of Q2 2026.
  • Institute for Wealth Management left its Mattel share count unchanged in Q2 2026.
  • Mattel made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Institute for Wealth Management first reported a position in Mattel in Q4 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Mattel position peaked at $412K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Mattel as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.