Rise Advisors’s Matsons MATX Stock Holding History

Rise 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
2025 Q4	–	Sell	-72	Closed	-$7.1K	–	887
2025 Q3	$7.1K	Hold	72	–	–	﹤0.01%	1107
2025 Q2	$8.02K	Hold	72	–	–	﹤0.01%	1090
2025 Q1	$9.23K	Buy	+72	New	+$9.87K	﹤0.01%	1026

Other funds holding MATX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Rise Advisors's MATX Position: Q4 2025 in Review

Rise Advisors sold out of Matsons (MATX) in Q4 2025, closing a stake of 72 shares — an estimated $7.1K sold.

Rise Advisors first reported a position in MATX in Q1 2025 and held it in 3 quarters. The position peaked at $9.23K in Q1 2025. 355 funds tracked by Wall St. Rank hold MATX as of Q4 2025.

Rise Advisors reported no remaining Matsons position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 72 Matsons shares in Q4 2025, an estimated $7.1K.
Rise Advisors first reported a position in Matsons in Q1 2025 and held it in 3 quarters.
Rise Advisors's Matsons position peaked at $9.23K in Q1 2025.
355 funds tracked by Wall St. Rank held Matsons as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.