Westmount Partners’s Mattel MAT Stock Holding History

Westmount Partners’s Portfolio MAT Stock Details MAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Hold	13,637	–	–	0.04%	254
2026 Q1	$198K	Hold	13,637	–	–	0.05%	254
2025 Q4	$271K	Hold	13,637	–	–	0.07%	208
2025 Q3	$236K	Hold	13,637	–	–	0.06%	224
2025 Q2	$269K	Hold	13,637	–	–	0.07%	207
2025 Q1	$265K	Hold	13,637	–	–	0.08%	202
2024 Q4	$242K	Hold	13,637	–	–	0.07%	189
2024 Q3	$260K	Hold	13,637	–	–	0.08%	180
2024 Q2	$221K	Buy	+13,637	New	+$247K	0.07%	193

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Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return