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Twin Peaks Wealth Advisors’s Matsons MATX Stock Holding History

Twin Peaks Wealth 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 		– Sell
-89
Closed -$14.6K – 1384
2026
Q1 		$14.6K Buy
+89
New +$13.8K ﹤0.01% 854
2025
Q3 		– Sell
-53
Closed -$5.73K – 1310
2025
Q2 		$5.73K Buy
+53
New +$5.8K ﹤0.01% 1245

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's MATX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Matsons (MATX) in Q2 2026, closing a stake of 89 shares — an estimated $14.6K sold.

Twin Peaks Wealth Advisors first reported a position in MATX in Q2 2025 and held it in 2 quarters. The position peaked at $14.6K in Q1 2026. 429 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Matsons position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 89 Matsons shares in Q2 2026, an estimated $14.6K.
  • Twin Peaks Wealth Advisors first reported a position in Matsons in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Matsons position peaked at $14.6K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.