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Matson shares owned by Planned Solutions

Quarter-by-quarter ownership of Matson (MATX) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Matson

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All positions including Matson held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Matson by Planned Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 1.2k 192.23
2024-09-30 $146k 1.0k 142.62
2023-12-31 $112k 1.0k 109.60

More positions owned by Planned Solutions

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Apple Stock (AAPL)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)

View all positions for Planned Solutions

Top funds holding Matson

BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
American Century Companies
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Hanna Zanoni
FMR
LSV Asset Management
Morgan Stanley
Northern Trust
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Matson