Richard S. Fuld's Investment Activity at Matrix Private Capital Group in Q2 2026
This analysis details the significant purchases and sales observed in Richard S. Fuld's portfolio holdings for the period ending June 30, 2026.
Matrix Private Capital Group investor Richard S. Fuld's portfolio saw notable changes during the quarter ending June 30, 2026.
Significant Purchases This Quarter
Fuld significantly increased his holdings in several exchange-traded funds (ETFs) and other investment vehicles. The most substantial purchase was observed in VUG, where the number of shares held surged by 506.79%, indicating a strong conviction shift towards this fund.
Other significant additions included an increase in holdings for Eaton Vance XETYX ETF, with a share rise of approximately 4.08%. There was also notable buying activity in Global X MLPA ETF (+5.68% shares), PIMCO PYLD ETF (+6.09%), and Vanguard VO ETF (+310.57%).
Reductions and Sales Observed
In contrast, Fuld reduced his exposure in several other funds during the quarter. Holdings in iShares IEFA ETF decreased by 3.35% in shares, while those in iShares IJR ETF saw a reduction of about 2.61%. He also sold or significantly reduced positions in BlackRock BINC ETF and Reaves UTG ETF.
Furthermore, the portfolio indicators show that Fuld has divested from holdings like ASML Holdings (-42.64% sales) during this period.
No New Positions Disclosed
The data provided does not indicate any new positions initiated by Richard S. Fuld in his Matrix Private Capital Group portfolio for the quarter ending June 30, 2026.
Overall Portfolio Shifts
Fuld's actions reflect a strategic shift away from certain sectors or funds and towards others perceived as offering better opportunities this quarter. The significant increase in technology-oriented ETFs like VUG suggests a tilt towards growth areas, while the reduction in some large-cap holdings indicates selective pruning.