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Legacy Investment Solutions’s Matsons MATX Stock Holding History

Legacy Investment Solutions’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 		$3.45K Buy
+31
New +$3.39K ﹤0.01% 444
2024
Q4 		$6.13K Buy
45
+14
+45% +$2.04K ﹤0.01% 358
2024
Q3 		$5.19K Buy
+31
New +$4.08K ﹤0.01% 383

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's MATX Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Matsons (MATX) in Q2 2025: 31 shares worth $3.45K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MATX as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MATX in Q3 2024 and has held it in 3 quarters since. The position peaked at $6.13K in Q4 2024. 392 funds tracked by Wall St. Rank hold MATX as of Q2 2025.

  • Legacy Investment Solutions held 31 shares of Matsons worth $3.45K as of Q2 2025.
  • Matsons was a new Legacy Investment Solutions position in Q2 2025.
  • Matsons made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #444 holding.
  • Legacy Investment Solutions first reported a position in Matsons in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Matsons position peaked at $6.13K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Matsons as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.