Waldron Private Wealth’s Matthews International MATW Stock Holding History

Waldron Private Wealth’s Portfolio MATW Stock Details MATW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+7,656	New	+$206K	0.01%	338
2025 Q1	–	Sell	-7,711	Closed	-$213K	–	369
2024 Q4	$213K	Buy	+7,711	New	+$198K	0.01%	393
2024 Q2	–	Sell	-7,711	Closed	-$240K	–	434
2024 Q1	$240K	Sell	7,711 -39	-0.5%	-$1.21K	0.01%	361
2023 Q4	$284K	Sell	7,750 -17	-0.2%	-$623	0.01%	323
2023 Q3	$302K	Sell	7,767 -142	-2%	-$6.15K	0.02%	289
2023 Q2	$337K	Sell	7,909 -66	-0.8%	-$2.56K	0.02%	272
2023 Q1	$288K	Buy	+7,975	New	+$294K	0.01%	334
2022 Q3	–	Sell	-7,711	Closed	-$221K	–	387
2022 Q2	$221K	Hold	7,711	–	–	0.01%	351
2022 Q1	$249K	Hold	7,711	–	–	0.01%	350
2021 Q4	$282K	Hold	7,711	–	–	0.01%	318
2021 Q3	$267K	Hold	7,711	–	–	0.02%	304
2021 Q2	$277K	Hold	7,711	–	–	0.02%	286
2021 Q1	$304K	Hold	7,711	–	–	0.02%	242
2020 Q4	$226K	Buy	+7,711	New	+$199K	0.02%	266

Other funds holding MATW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Waldron Private Wealth's MATW Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Matthews International (MATW) in Q2 2026: 7,656 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in MATW as recently as Q4 2024.

Waldron Private Wealth first reported a position in MATW in Q4 2020 and has held it in 14 quarters since. The position peaked at $337K in Q2 2023. 179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

Waldron Private Wealth held 7,656 shares of Matthews International worth $206K as of Q2 2026.
Matthews International was a new Waldron Private Wealth position in Q2 2026.
Matthews International made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #338 holding.
Waldron Private Wealth first reported a position in Matthews International in Q4 2020 and has held it in 14 quarters since.
Waldron Private Wealth's Matthews International position peaked at $337K in Q2 2023.
179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.