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Matson shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Matson

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Matson by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 98.59
2025-06-30 $1.6M 14k 111.35
2025-03-31 $1.8M 14k 128.17
2024-12-31 $1.9M 14k 134.84

More positions owned by MAI Wealth Advisors

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Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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
Morgan Stanley
Millennium Management
Northern Trust
Ameriprise Financial
Charles Schwab Investment Management

View all funds holding Matson