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Retirement Planning Group (Kansas)’s Matsons MATX Stock Holding History

Retirement Planning Group (Kansas)’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 		$364K Buy
1,893
+11
+0.6% +$2K 0.01% 389
2026
Q1 		$309K Buy
1,882
+37
+2% +$5.75K 0.01% 385
2025
Q4 		$228K Buy
+1,845
New +$198K 0.01% 388
2025
Q3 		– Sell
-2,667
Closed -$297K – 414
2025
Q2 		$297K Buy
2,667
+833
+45% +$91.1K 0.01% 263
2025
Q1 		$235K Buy
1,834
+3
+0.2% +$411 0.01% 270
2024
Q4 		$247K Buy
1,831
+3
+0.2% +$437 0.01% 252
2024
Q3 		$261K Buy
1,828
+2
+0.1% +$263 0.01% 241
2024
Q2 		$239K Buy
+1,826
New +$212K 0.02% 218

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

Retirement Planning Group (Kansas)'s MATX Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Matsons (MATX) stake by 0.58% in Q2 2026, buying an estimated $2K and bringing the position to 1,893 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #389.

Retirement Planning Group (Kansas) first reported a position in MATX in Q2 2024 and has held it in 8 quarters since. 428 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Retirement Planning Group (Kansas) held 1,893 shares of Matsons worth $364K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 11 Matsons shares in Q2 2026, an estimated $2K.
  • Matsons made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #389 holding.
  • Retirement Planning Group (Kansas) first reported a position in Matsons in Q2 2024 and has held it in 8 quarters since.
  • 428 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.