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Planned Solutions’s Matsons MATX Stock Holding History

Planned Solutions’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 		$225K Buy
+1,172
New +$214K 0.06% 142
2024
Q4 		– Sell
-1,020
Closed -$145K – 417
2024
Q3 		$145K Buy
+1,020
New +$134K 0.06% 150
2024
Q1 		– Sell
-1,020
Closed -$112K – 357
2023
Q4 		$112K Buy
+1,020
New +$96.8K 0.05% 164

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Planned Solutions's MATX Position: Q2 2026 in Review

Planned Solutions opened a new position in Matsons (MATX) in Q2 2026: 1,172 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings. This is a return to the name: Planned Solutions previously reported a position in MATX as recently as Q3 2024.

Planned Solutions first reported a position in MATX in Q4 2023 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Planned Solutions held 1,172 shares of Matsons worth $225K as of Q2 2026.
  • Matsons was a new Planned Solutions position in Q2 2026.
  • Matsons made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #142 holding.
  • Planned Solutions first reported a position in Matsons in Q4 2023 and has held it in 3 quarters since.
  • 428 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.