Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.75M Buy
16,801
+3,120
+23% +$485K ﹤0.01% 1880
2025
Q4
$1.69M Sell
13,681
-5,217
-28% -$560K ﹤0.01% 1950
2025
Q3
$1.86M Sell
18,898
-12,408
-40% -$1.33M ﹤0.01% 1784
2025
Q2
$3.49M Buy
31,306
+6,847
+28% +$749K ﹤0.01% 1885
2025
Q1
$3.13M Buy
24,459
+2,492
+11% +$342K ﹤0.01% 1793
2024
Q4
$2.96M Buy
21,967
+2,029
+10% +$295K ﹤0.01% 1856
2024
Q3
$2.84M Sell
19,938
-2,754
-12% -$362K ﹤0.01% 1850
2024
Q2
$2.97M Buy
22,692
+9,108
+67% +$1.06M ﹤0.01% 1786
2024
Q1
$1.53M Sell
13,584
-4,187
-24% -$472K ﹤0.01% 1805
2023
Q4
$1.95M Sell
17,771
-94
-0.5% -$8.92K ﹤0.01% 1703
2023
Q3
$1.58M Sell
17,865
-3,586
-17% -$313K ﹤0.01% 1734
2023
Q2
$1.28M Hold
21,451
﹤0.01% 1886
2023
Q1
$1.28M Buy
+21,451
New +$1.38M ﹤0.01% 1886
2022
Q4
Sell
-17,376
Closed -$1.07M 2658
2022
Q3
$1.07M Sell
17,376
-7,724
-31% -$593K ﹤0.01% 1925
2022
Q2
$1.83M Buy
25,100
+3,475
+16% +$299K ﹤0.01% 1657
2022
Q1
$2.61M Sell
21,625
-106
-0.5% -$10.7K ﹤0.01% 1657
2021
Q4
$1.96M Buy
21,731
+179
+0.8% +$15.3K ﹤0.01% 1883
2021
Q3
$1.74M Sell
21,552
-3,149
-13% -$233K ﹤0.01% 1904
2021
Q2
$1.58M Buy
24,701
+6,046
+32% +$395K ﹤0.01% 1963
2021
Q1
$1.24M Sell
18,655
-3,615
-16% -$248K ﹤0.01% 1979
2020
Q4
$1.27M Buy
22,270
+846
+4% +$46.2K ﹤0.01% 1874
2020
Q3
$859K Buy
21,424
+12,066
+129% +$455K ﹤0.01% 1904
2020
Q2
$272K Sell
9,358
-18,997
-67% -$546K ﹤0.01% 2307
2020
Q1
$868K Buy
28,355
+11,341
+67% +$401K ﹤0.01% 1749
2019
Q4
$694K Sell
17,014
-6,401
-27% -$244K ﹤0.01% 2095
2019
Q3
$878K Buy
23,415
+1,898
+9% +$72.1K ﹤0.01% 2020
2019
Q2
$836K Buy
21,517
+12,572
+141% +$475K ﹤0.01% 1971
2019
Q1
$323K Sell
8,945
-1,108
-11% -$38.3K ﹤0.01% 2293
2018
Q4
$322K Hold
10,053
﹤0.01% 2183
2018
Q3
$399K Hold
10,053
﹤0.01% 2178
2018
Q2
$386K Buy
10,053
+3,053
+44% +$101K ﹤0.01% 2204
2018
Q1
$200K Hold
7,000
﹤0.01% 2376
2017
Q4
$209K Buy
+7,000
New +$198K ﹤0.01% 2298
2017
Q3
Sell
-13,995
Closed -$420K 2548
2017
Q2
$420K Hold
13,995
﹤0.01% 1929
2017
Q1
$444K Buy
13,995
+890
+7% +$30.6K ﹤0.01% 1899
2016
Q4
$464K Sell
13,105
-5,495
-30% -$212K ﹤0.01% 1834
2016
Q3
$742K Buy
18,600
+6,800
+58% +$252K ﹤0.01% 1797
2016
Q2
$381K Sell
11,800
-6,093
-34% -$211K ﹤0.01% 2106
2016
Q1
$719K Sell
17,893
-2
-0% -$78 ﹤0.01% 1771
2015
Q4
$763K Buy
17,895
+387
+2% +$18K ﹤0.01% 1847
2015
Q3
$673K Buy
17,508
+5,208
+42% +$206K ﹤0.01% 1868
2015
Q2
$517K Buy
12,300
+200
+2% +$8.38K ﹤0.01% 2050
2015
Q1
$510K Buy
12,100
+100
+0.8% +$3.8K ﹤0.01% 1974
2014
Q4
$414K Hold
12,000
﹤0.01% 2046
2014
Q3
$300K Buy
12,000
+400
+3% +$10.9K ﹤0.01% 2145
2014
Q2
$311K Hold
11,600
﹤0.01% 2158
2014
Q1
$286K Buy
11,600
+3,700
+47% +$91.3K ﹤0.01% 2206
2013
Q4
$206K Sell
7,900
-600
-7% -$15.4K ﹤0.01% 2359
2013
Q3
$223K Hold
8,500
﹤0.01% 2275
2013
Q2
$213K Buy
+8,500
New +$208K ﹤0.01% 2241

Other funds holding MATX

UBS AM's MATX Position: Q1 2026 in Review

UBS AM increased its Matsons (MATX) stake by 23% in Q1 2026, buying an estimated $485K and bringing the position to 16,801 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

UBS AM first reported a position in MATX in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.49M in Q2 2025. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • UBS AM held 16,801 shares of Matsons worth $2.75M as of Q1 2026.
  • UBS AM bought 3,120 Matsons shares in Q1 2026, an estimated $485K.
  • Matsons made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1880 holding.
  • UBS AM first reported a position in Matsons in Q2 2013 and has held it in 50 quarters since.
  • UBS AM's Matsons position peaked at $3.49M in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.