Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Matsons MATX Stock Holding History

Kovitz Investment Group Partners’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
2025
Q2 		– Sell
-2,744
Closed -$352K – 1385
2025
Q1 		$352K Buy
2,744
+35
+1% +$4.8K ﹤0.01% 1003
2024
Q4 		$365K Buy
+2,709
New +$394K ﹤0.01% 988

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Ameriprise
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Kovitz Investment Group Partners's MATX Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Matsons (MATX) in Q2 2025, closing a stake of 2,744 shares — an estimated $352K sold.

Kovitz Investment Group Partners first reported a position in MATX in Q4 2024 and held it in 2 quarters. The position peaked at $365K in Q4 2024. 392 funds tracked by Wall St. Rank hold MATX as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Matsons position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,744 Matsons shares in Q2 2025, an estimated $352K.
  • Kovitz Investment Group Partners first reported a position in Matsons in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Matsons position peaked at $365K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Matsons as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.