WPA
MTRX icon

Wealth Preservation Advisors’s Matrix Service MTRX Stock Holding History

Wealth Preservation Advisors’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
Q1 		$390 Buy
+34
New +$405 ﹤0.01% 808

Other funds holding MTRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Preservation Advisors's MTRX Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Matrix Service (MTRX) in Q1 2026: 34 shares worth $390. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings.

144 funds tracked by Wall St. Rank hold MTRX as of Q1 2026.

  • Wealth Preservation Advisors held 34 shares of Matrix Service worth $390 as of Q1 2026.
  • Matrix Service was a new Wealth Preservation Advisors position in Q1 2026.
  • Matrix Service made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #808 holding.
  • 144 funds tracked by Wall St. Rank held Matrix Service as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.