PWA
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Principia Wealth Advisory’s Matador Resources MTDR Stock Holding History

Principia Wealth Advisory’s Portfolio MTDR Stock Details MTDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$721 Buy
17
+14
+467% +$588 ﹤0.01% 749
2025
Q3 		$135 Hold
3
– – ﹤0.01% 910
2025
Q2 		$143 Sell
3
-3
-50% -$132 ﹤0.01% 902
2025
Q1 		$255 Sell
6
-1
-14% -$55 ﹤0.01% 737
2024
Q4 		$394 Buy
+7
New +$385 ﹤0.01% 611

Other funds holding MTDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return