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Matson shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Matson (MATX) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Matson

Tip: Access up to 7 years of quarterly data

All positions including Matson held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Matson by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 30k 123.55

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Matson

BlackRock
Vanguard Group
Dimensional Fund Advisors
American Century Companies
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Hanna Zanoni
T. Rowe Price Investment Management
D. E. Shaw & Co
Millennium Management
Northern Trust
Charles Schwab Investment Management
Robeco Investment Management
LSV Asset Management

View all funds holding Matson