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Whipplewood Advisors’s Matrix Service MTRX Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-68
Closed -$919 – 860
2025
Q2 		$919 Buy
68
+55
+423% +$664 ﹤0.01% 1031
2025
Q1 		$1.33K Buy
+13
New +$174 ﹤0.01% 967

Other funds holding MTRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whipplewood Advisors's MTRX Position: Q3 2025 in Review

Whipplewood Advisors sold out of Matrix Service (MTRX) in Q3 2025, closing a stake of 68 shares — an estimated $919 sold.

Whipplewood Advisors first reported a position in MTRX in Q1 2025 and held it in 2 quarters. The position peaked at $1.33K in Q1 2025. 143 funds tracked by Wall St. Rank hold MTRX as of Q3 2025.

  • Whipplewood Advisors reported no remaining Matrix Service position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 68 Matrix Service shares in Q3 2025, an estimated $919.
  • Whipplewood Advisors first reported a position in Matrix Service in Q1 2025 and held it in 2 quarters.
  • Whipplewood Advisors's Matrix Service position peaked at $1.33K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Matrix Service as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.