Kovitz Investment Group Partners
MATW icon

Kovitz Investment Group Partners’s Matthews International MATW Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$4.39M Buy
+170,000
New +$4.46M 0.1% 145
2025
Q4 		– Sell
-200,209
Closed -$4.86M – 968
2025
Q3 		$4.86M Buy
+200,209
New +$4.91M 0.02% 473

Other funds holding MATW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kovitz Investment Group Partners's MATW Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Matthews International (MATW) in Q1 2026: 170,000 shares worth $4.39M. The stake represents 0.1% of the portfolio and ranks #145 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in MATW as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in MATW in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.86M in Q3 2025. 169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

  • Kovitz Investment Group Partners held 170,000 shares of Matthews International worth $4.39M as of Q1 2026.
  • Matthews International was a new Kovitz Investment Group Partners position in Q1 2026.
  • Matthews International made up 0.1% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #145 holding.
  • Kovitz Investment Group Partners first reported a position in Matthews International in Q3 2025 and has held it in 2 quarters since.
  • Kovitz Investment Group Partners's Matthews International position peaked at $4.86M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.