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Matrix Service Company shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Matrix Service Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Matrix Service Company by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $918 68 13.51
2025-03-31 $1.3k 13 102.31

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Janus Detroit Street Trust Exchange Traded Fund (JAAA)
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Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
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Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Matrix Service Company

BlackRock
Vanguard Group
Needham Investment Management
Westerly Capital Management
Jeffrey L. Gendell
Harvey Partners
Dimensional Fund Advisors
American Century Companies
First Wilshire Securities Management
Geode Capital Management
Azarias Capital Management
Millennium Management
First Eagle Investment Management
Royce & Associates
State Street Corporation

View all funds holding Matrix Service Company