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Whipplewood Advisors’s Matthews International MATW Stock Holding History

Whipplewood Advisors’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13
Closed -$336 – 893
2026
Q1 		$336 Buy
+13
New +$341 ﹤0.01% 1004
2025
Q3 		– Sell
-13
Closed -$311 – 816
2025
Q2 		$311 Sell
13
-94
-88% -$1.98K ﹤0.01% 1151
2025
Q1 		$289 Buy
107
+94
+723% +$2.45K ﹤0.01% 1175
2024
Q4 		$360 Buy
+13
New +$333 ﹤0.01% 1139

Other funds holding MATW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Whipplewood Advisors's MATW Position: Q2 2026 in Review

Whipplewood Advisors sold out of Matthews International (MATW) in Q2 2026, closing a stake of 13 shares — an estimated $336 sold.

Whipplewood Advisors first reported a position in MATW in Q4 2024 and held it in 4 quarters. The position peaked at $360 in Q4 2024. 179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • Whipplewood Advisors reported no remaining Matthews International position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 13 Matthews International shares in Q2 2026, an estimated $336.
  • Whipplewood Advisors first reported a position in Matthews International in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Matthews International position peaked at $360 in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.