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 Q2	$282K	Sell	1,468 -361	-20%	-$65.8K	0.01%	999
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mount Yale Investment Advisors's MATX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Matsons (MATX) stake by 20% in Q2 2026, selling an estimated $65.8K and leaving 1,468 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #999.

Mount Yale Investment Advisors first reported a position in MATX in Q1 2018 and has held it in 6 quarters since. The position peaked at $300K in Q1 2026. 429 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

Mount Yale Investment Advisors held 1,468 shares of Matsons worth $282K as of Q2 2026.
Mount Yale Investment Advisors sold 361 Matsons shares in Q2 2026, an estimated $65.8K.
Matsons made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #999 holding.
Mount Yale Investment Advisors first reported a position in Matsons in Q1 2018 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Matsons position peaked at $300K in Q1 2026.
429 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.