IWC
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Integrated Wealth Concepts’s Matthews International MATW Stock Holding History

Integrated Wealth Concepts’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03K Buy
+38
New +$1.02K ﹤0.01% 5523

Other funds holding MATW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Integrated Wealth Concepts's MATW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Matthews International (MATW) in Q2 2026: 38 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #5523 among its holdings.

179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • Integrated Wealth Concepts held 38 shares of Matthews International worth $1.03K as of Q2 2026.
  • Matthews International was a new Integrated Wealth Concepts position in Q2 2026.
  • Matthews International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5523 holding.
  • 179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.