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

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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.

17 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.
17 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.