Position in MATX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$472,693
+$100,386 QoQ
Shares Held
2,459
+8.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 425 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $3,453,400 across 7 Marine Shipping names. MATX ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
13,653 | $1,856,398 | |
| 2 | MATX |
Matson, Inc.
This page
|
2,459 | $472,693 | |
| 3 | GSL |
Global Ship Lease, Inc.
|
8,160 | $306,816 | |
| 4 | SFL |
SFL Corp Ltd.
|
23,484 | $239,536 | |
| 5 | CMRE |
Costamare Inc.
|
16,954 | $237,695 | |
| 6 | ASC |
Ardmore Shipping Corp
|
14,038 | $196,672 | |
| 7 | SB |
Safe Bulkers, Inc.
|
22,756 | $143,590 |
All Filings in MATX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,693 | 2,459 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $372,307 | 2,271 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||