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Needham Investment Management’s Matthews International MATW Stock Holding History

Needham Investment Management’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.08M Buy
300,000
+185,000
+161% +$4.97M 0.24% 92
2026
Q1 		$2.97M Buy
115,000
+9,000
+8% +$236K 0.15% 115
2025
Q4 		$2.77M Buy
106,000
+30,500
+40% +$749K 0.18% 111
2025
Q3 		$1.83M Buy
75,500
+15,500
+26% +$380K 0.13% 118
2025
Q2 		$1.43M Buy
60,000
+12,500
+26% +$263K 0.11% 115
2025
Q1 		$1.06M Buy
+47,500
New +$1.24M 0.1% 122

Other funds holding MATW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Needham Investment Management's MATW Position: Q2 2026 in Review

Needham Investment Management increased its Matthews International (MATW) stake by 161% in Q2 2026, buying an estimated $4.97M and bringing the position to 300,000 shares worth $8.08M. The position accounts for 0.24% of the portfolio, ranked #92.

Needham Investment Management first reported a position in MATW in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • Needham Investment Management held 300,000 shares of Matthews International worth $8.08M as of Q2 2026.
  • Needham Investment Management bought 185,000 Matthews International shares in Q2 2026, an estimated $4.97M.
  • Matthews International made up 0.24% of Needham Investment Management's portfolio in Q2 2026, its #92 holding.
  • Needham Investment Management first reported a position in Matthews International in Q1 2025 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.