Wealth Enhancement Advisory Services’s Matrix Service MTRX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MTRX Stock Details MTRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Buy	+12,581	New	+$162K	﹤0.01%	3677

Other funds holding MTRX

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

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Matrix Service (MTRX) in Q2 2026: 12,581 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #3677 among its holdings.

150 funds tracked by Wall St. Rank hold MTRX as of Q2 2026.

Wealth Enhancement Advisory Services held 12,581 shares of Matrix Service worth $157K as of Q2 2026.
Matrix Service was a new Wealth Enhancement Advisory Services position in Q2 2026.
Matrix Service made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3677 holding.
150 funds tracked by Wall St. Rank held Matrix Service as of Q2 2026.

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