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Root Financial Partners’s Matthews International MATW Stock Holding History

Root Financial Partners’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 		– Sell
-51
Closed -$1.32K – 2018
2026
Q1 		$1.32K Buy
+51
New +$1.34K ﹤0.01% 2486

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GI
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Vanguard Portfolio Management
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PCMF
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Root Financial Partners's MATW Position: Q2 2026 in Review

Root Financial Partners sold out of Matthews International (MATW) in Q2 2026, closing a stake of 51 shares — an estimated $1.32K sold.

Root Financial Partners first reported a position in MATW in Q1 2026 and held it in 1 quarter. The position peaked at $1.32K in Q1 2026. 178 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • Root Financial Partners reported no remaining Matthews International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 51 Matthews International shares in Q2 2026, an estimated $1.32K.
  • Root Financial Partners first reported a position in Matthews International in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Matthews International position peaked at $1.32K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.