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Matrix Service Company shares owned by Creative Planning

Quarter-by-quarter ownership of Matrix Service Company (MTRX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Matrix Service Company

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All positions including Matrix Service Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Matrix Service Company by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $376k 29k 13.08
2025-06-30 $176k 13k 13.51
2024-12-31 $1.5k 124 11.97
2016-12-31 $9.0k 400 22.50
2016-09-30 $8.0k 420 19.05
2016-06-30 $7.0k 420 16.67
2016-03-31 $7.0k 420 16.67
2015-12-31 $9.0k 440 20.45
2015-09-30 $9.0k 400 22.50
2015-03-31 $9.0k 530 16.98
2014-12-31 $9.0k 400 22.50
2014-09-30 $10k 400 25.00
2014-06-30 $16k 500 32.00