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Intentional Wealth Strategies’s Matsons MATX Stock Holding History

Intentional Wealth Strategies’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
Q2 		– Sell
-9
Closed -$1.48K – 553
2026
Q1 		$1.48K Buy
+9
New +$1.4K ﹤0.01% 705

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Intentional Wealth Strategies's MATX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Matsons (MATX) in Q2 2026, closing a stake of 9 shares — an estimated $1.48K sold.

Intentional Wealth Strategies first reported a position in MATX in Q1 2026 and held it in 1 quarter. The position peaked at $1.48K in Q1 2026. 426 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Matsons position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 9 Matsons shares in Q2 2026, an estimated $1.48K.
  • Intentional Wealth Strategies first reported a position in Matsons in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Matsons position peaked at $1.48K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

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