SWM
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SHP Wealth Management’s Mattel MAT Stock Holding History

SHP Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167 Buy
+12
New +$176 ﹤0.01% 1900

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SHP Wealth Management's MAT Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Mattel (MAT) in Q2 2026: 12 shares worth $167. The stake represents ﹤0.01% of the portfolio and ranks #1900 among its holdings.

403 funds tracked by Wall St. Rank hold MAT as of Q2 2026.

  • SHP Wealth Management held 12 shares of Mattel worth $167 as of Q2 2026.
  • Mattel was a new SHP Wealth Management position in Q2 2026.
  • Mattel made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1900 holding.
  • 403 funds tracked by Wall St. Rank held Mattel as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.