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Sequoia Financial Advisors’s Matsons MATX Stock Holding History

Sequoia Financial 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
2026
Q2 		$414K Buy
2,153
+40
+2% +$7.29K ﹤0.01% 1458
2026
Q1 		$346K Sell
2,113
-927
-30% -$144K ﹤0.01% 1479
2025
Q4 		$376K Buy
3,040
+824
+37% +$88.5K ﹤0.01% 1438
2025
Q3 		$218K Buy
2,216
+361
+19% +$38.6K ﹤0.01% 1585
2025
Q2 		$207K Sell
1,855
-16
-0.9% -$1.75K ﹤0.01% 1471
2025
Q1 		$240K Sell
1,871
-240
-11% -$32.9K ﹤0.01% 1177
2024
Q4 		$285K Sell
2,111
-49
-2% -$7.13K ﹤0.01% 1045
2024
Q3 		$308K Sell
2,160
-62
-3% -$8.16K ﹤0.01% 955
2024
Q2 		$291K Buy
2,222
+21
+1% +$2.44K ﹤0.01% 905
2024
Q1 		$247K Sell
2,201
-3,094
-58% -$349K ﹤0.01% 949
2023
Q4 		$580K Buy
+5,295
New +$503K 0.01% 694

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's MATX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Matsons (MATX) stake by 1.9% in Q2 2026, buying an estimated $7.29K and bringing the position to 2,153 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Sequoia Financial Advisors first reported a position in MATX in Q4 2023 and has held it in 11 quarters since. The position peaked at $580K in Q4 2023. 429 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Sequoia Financial Advisors held 2,153 shares of Matsons worth $414K as of Q2 2026.
  • Sequoia Financial Advisors bought 40 Matsons shares in Q2 2026, an estimated $7.29K.
  • Matsons made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1458 holding.
  • Sequoia Financial Advisors first reported a position in Matsons in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Matsons position peaked at $580K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.