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True Wealth Design’s Matsons MATX Stock Holding History

True Wealth Design’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 		$5.96K Hold
31
– – ﹤0.01% 1261
2026
Q1 		$5.08K Hold
31
– – ﹤0.01% 1200
2025
Q4 		$3.83K Buy
+31
New +$3.33K ﹤0.01% 1200
2025
Q3 		– Sell
-16
Closed -$1.78K – 2816
2025
Q2 		$1.78K Sell
16
-2
-11% -$219 ﹤0.01% 1227
2025
Q1 		$2.31K Buy
18
+1
+6% +$137 ﹤0.01% 957
2024
Q4 		$2.29K Hold
17
– – ﹤0.01% 705
2024
Q3 		$2.42K Buy
+17
New +$2.24K ﹤0.01% 736

Other funds holding MATX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

True Wealth Design's MATX Position: Q2 2026 in Review

True Wealth Design held its Matsons (MATX) position steady in Q2 2026 at 31 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

True Wealth Design first reported a position in MATX in Q3 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • True Wealth Design held 31 shares of Matsons worth $5.96K as of Q2 2026.
  • True Wealth Design left its Matsons share count unchanged in Q2 2026.
  • Matsons made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1261 holding.
  • True Wealth Design first reported a position in Matsons in Q3 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.