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
Q2 		$504K Buy
2,459
+188
+8% +$34.3K ﹤0.01% 2676
2026
Q1 		$378K Buy
+2,271
New +$353K ﹤0.01% 2566

Other funds holding MATX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's MATX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Matsons (MATX) stake by 8.3% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,459 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Wealth Enhancement Advisory Services first reported a position in MATX in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold MATX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,459 shares of Matsons worth $504K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 188 Matsons shares in Q2 2026, an estimated $34.3K.
  • Matsons made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2676 holding.
  • Wealth Enhancement Advisory Services first reported a position in Matsons in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Matsons as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.