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Wealthspire Advisors (New York)’s Matsons MATX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-117
Closed -$11.5K – 2122
2025
Q3 		$11.5K Buy
+117
New +$12.5K ﹤0.01% 1949

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (New York)'s MATX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Matsons (MATX) in Q4 2025, closing a stake of 117 shares — an estimated $11.5K sold.

Wealthspire Advisors (New York) first reported a position in MATX in Q3 2025 and held it in 1 quarter. The position peaked at $11.5K in Q3 2025. 355 funds tracked by Wall St. Rank hold MATX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Matsons position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 117 Matsons shares in Q4 2025, an estimated $11.5K.
  • Wealthspire Advisors (New York) first reported a position in Matsons in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Matsons position peaked at $11.5K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Matsons as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.