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True Wealth Design’s Matrix Service MTRX Stock Holding History

True Wealth Design’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.55K Buy
259
+55
+27% +$709 ﹤0.01% 1464
2026
Q1 		$2.34K Sell
204
-39
-16% -$465 ﹤0.01% 1479
2025
Q4 		$2.84K Sell
243
-22
-8% -$276 ﹤0.01% 1320
2025
Q3 		$3.47K Hold
265
– – ﹤0.01% 1236
2025
Q2 		$3.58K Sell
265
-167
-39% -$2.02K ﹤0.01% 944
2025
Q1 		$5.37K Buy
432
+124
+40% +$1.66K ﹤0.01% 666
2024
Q4 		$3.69K Hold
308
– – ﹤0.01% 597
2024
Q3 		$3.55K Buy
+308
New +$3.06K ﹤0.01% 652

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design increased its Matrix Service (MTRX) stake by 27% in Q2 2026, buying an estimated $709 and bringing the position to 259 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

True Wealth Design first reported a position in MTRX in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.37K in Q1 2025. 150 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

  • True Wealth Design held 259 shares of Matrix Service worth $3.55K as of Q2 2026.
  • True Wealth Design bought 55 Matrix Service shares in Q2 2026, an estimated $709.
  • Matrix Service made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1464 holding.
  • True Wealth Design first reported a position in Matrix Service in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Matrix Service position peaked at $5.37K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

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