Wealth Enhancement Advisory Services
MATX icon

Wealth Enhancement Advisory Services’s Matsons MATX Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$595K Buy
2,611
+152
+6% +$33K ﹤0.01% 2643
2026
Q2 		$504K Buy
2,459
+188
+8% +$34.3K ﹤0.01% 2676
2026
Q1 		$378K Buy
+2,271
New +$353K ﹤0.01% 2566

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's MATX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Matsons (MATX) stake by 6.2% in Q3 2026, buying an estimated $33K and bringing the position to 2,611 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Wealth Enhancement Advisory Services first reported a position in MATX in Q1 2026 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold MATX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,611 shares of Matsons worth $595K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 152 Matsons shares in Q3 2026, an estimated $33K.
  • Matsons made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2643 holding.
  • Wealth Enhancement Advisory Services first reported a position in Matsons in Q1 2026 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Matsons as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.