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Measured Wealth Private Client Group’s Matsons MATX Stock Holding History

Measured Wealth Private Client Group’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
Q1 		– Sell
-15
Closed -$1.85K – 757
2025
Q4 		$1.85K Sell
15
-294
-95% -$31.6K ﹤0.01% 651
2025
Q3 		$30.5K Buy
+309
New +$33K 0.01% 384
2025
Q1 		– Sell
-2,471
Closed -$333K – 184
2024
Q4 		$333K Sell
2,471
-273
-10% -$39.8K 0.11% 127
2024
Q3 		$391K Sell
2,744
-23
-0.8% -$3.03K 0.13% 105
2024
Q2 		$362K Buy
2,767
+435
+19% +$50.6K 0.13% 128
2024
Q1 		$262K Buy
2,332
+140
+6% +$15.8K 0.09% 162
2023
Q4 		$240K Buy
+2,192
New +$208K 0.09% 161
2022
Q3 		– Sell
-2,862
Closed -$209K – 171
2022
Q2 		$209K Buy
+2,862
New +$246K 0.09% 164

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Measured Wealth Private Client Group's MATX Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Matsons (MATX) in Q1 2026, closing a stake of 15 shares — an estimated $1.85K sold.

Measured Wealth Private Client Group first reported a position in MATX in Q2 2022 and held it in 8 quarters. The position peaked at $391K in Q3 2024. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Matsons position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 15 Matsons shares in Q1 2026, an estimated $1.85K.
  • Measured Wealth Private Client Group first reported a position in Matsons in Q2 2022 and held it in 8 quarters.
  • Measured Wealth Private Client Group's Matsons position peaked at $391K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.