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Mount Yale Investment Advisors’s Matsons MATX Stock Holding History

Mount Yale Investment Advisors’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 		$300K Buy
+1,829
New +$285K 0.01% 885
2025
Q3 		– Sell
-761
Closed -$84.7K – 1216
2025
Q2 		$84.7K Buy
+761
New +$83.3K 0.01% 694
2018
Q4 		– Sell
-1,517
Closed -$62K – 573
2018
Q3 		$62K Sell
1,517
-276
-15% -$10.2K 0.01% 566
2018
Q2 		$69K Sell
1,793
-663
-27% -$22K 0.01% 571
2018
Q1 		$70K Buy
+2,456
New +$76.8K 0.02% 551

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

Mount Yale Investment Advisors's MATX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Matsons (MATX) in Q1 2026: 1,829 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MATX as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MATX in Q1 2018 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Mount Yale Investment Advisors held 1,829 shares of Matsons worth $300K as of Q1 2026.
  • Matsons was a new Mount Yale Investment Advisors position in Q1 2026.
  • Matsons made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #885 holding.
  • Mount Yale Investment Advisors first reported a position in Matsons in Q1 2018 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.