True Wealth Design’s Mativ Holdings MATV Stock Holding History

True Wealth Design’s Portfolio MATV Stock Details MATV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.2K	Sell	877 -14	-2%	-$149	﹤0.01%	1059
2026 Q2	$6.75K	Buy	891 +30	+3%	+$258	﹤0.01%	1200
2026 Q1	$7.49K	Buy	861 +1	+0.1%	+$11	﹤0.01%	1074
2025 Q4	$10.4K	Buy	860 +11	+1%	+$130	﹤0.01%	850
2025 Q3	$9.6K	Buy	849 +68	+9%	+$674	﹤0.01%	842
2025 Q2	$5.33K	Buy	781 +733	+1,527%	+$4.22K	﹤0.01%	781
2025 Q1	$300	Buy	+48	New	+$392	﹤0.01%	1774

Other funds holding MATV

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

True Wealth Design's MATV Position: Q3 2026 in Review

True Wealth Design reduced its Mativ Holdings (MATV) stake by 1.6% in Q3 2026, selling an estimated $149 and leaving 877 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

True Wealth Design first reported a position in MATV in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.4K in Q4 2025. 11 funds tracked by Wall St. Rank hold MATV as of Q3 2026.

True Wealth Design held 877 shares of Mativ Holdings worth $10.2K as of Q3 2026.
True Wealth Design sold 14 Mativ Holdings shares in Q3 2026, an estimated $149.
Mativ Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1059 holding.
True Wealth Design first reported a position in Mativ Holdings in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Mativ Holdings position peaked at $10.4K in Q4 2025.
11 funds tracked by Wall St. Rank held Mativ Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.