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Integrated Wealth Concepts’s Matrix Service MTRX Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$11.3K Buy
+827
New +$10.7K ﹤0.01% 4478

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Matrix Service (MTRX) in Q2 2026: 827 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #4478 among its holdings.

150 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • Integrated Wealth Concepts held 827 shares of Matrix Service worth $11.3K as of Q2 2026.
  • Matrix Service was a new Integrated Wealth Concepts position in Q2 2026.
  • Matrix Service made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4478 holding.
  • 150 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

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