LRI Investments’s Mattel MAT Stock Holding History

LRI Investments’s Portfolio MAT Stock Details MAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.19K	Buy	158 +18	+13%	+$263	﹤0.01%	1263
2026 Q1	$2.03K	Hold	140	–	–	﹤0.01%	1259
2025 Q4	$2.78K	Hold	140	–	–	﹤0.01%	1156
2025 Q3	$2.36K	Hold	140	–	–	﹤0.01%	1178
2025 Q2	$2.76K	Hold	140	–	–	﹤0.01%	1122
2025 Q1	$2.72K	Hold	140	–	–	﹤0.01%	1060
2024 Q4	$2.48K	Hold	140	–	–	﹤0.01%	1057
2024 Q3	$2.66K	Hold	140	–	–	﹤0.01%	1037
2024 Q2	$2.28K	Hold	140	–	–	﹤0.01%	1036
2024 Q1	$2.77K	Buy	+140	New	+$2.65K	﹤0.01%	707

Other funds holding MAT

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LRI Investments's MAT Position: Q2 2026 in Review

LRI Investments increased its Mattel (MAT) stake by 13% in Q2 2026, buying an estimated $263 and bringing the position to 158 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

LRI Investments first reported a position in MAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.78K in Q4 2025. 116 funds tracked by Wall St. Rank hold MAT as of Q2 2026.

LRI Investments held 158 shares of Mattel worth $2.19K as of Q2 2026.
LRI Investments bought 18 Mattel shares in Q2 2026, an estimated $263.
Mattel made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1263 holding.
LRI Investments first reported a position in Mattel in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Mattel position peaked at $2.78K in Q4 2025.
116 funds tracked by Wall St. Rank held Mattel as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.