Avantax Advisory Services’s Masco MAS Stock Holding History

Avantax Advisory Services’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.82M	Buy	28,287 +1,657	+6%	+$104K	0.01%	849
2025 Q1	$1.85M	Buy	26,630 +631	+2%	+$47.2K	0.01%	776
2024 Q4	$1.89M	Sell	25,999 -554	-2%	-$44.3K	0.01%	741
2024 Q3	$2.23M	Buy	26,553 +554	+2%	+$42K	0.01%	650
2024 Q2	$1.73M	Buy	25,999 +13,869	+114%	+$978K	0.01%	717
2024 Q1	$957K	Sell	12,130 -2,449	-17%	-$176K	0.01%	766
2023 Q4	$977K	Buy	14,579 +1,357	+10%	+$78.8K	0.01%	720
2023 Q3	$707K	Buy	13,222 +1,002	+8%	+$57.7K	0.01%	806
2023 Q2	$701K	Buy	12,220 +128	+1%	+$6.7K	0.01%	810
2023 Q1	$601K	Buy	12,092 +554	+5%	+$28.6K	0.01%	834
2022 Q4	$538K	Buy	11,538 +188	+2%	+$9.06K	0.01%	826
2022 Q3	$530K	Buy	11,350 +184	+2%	+$9.58K	0.01%	747
2022 Q2	$565K	Buy	11,166 +597	+6%	+$31.6K	0.01%	733
2022 Q1	$539K	Buy	10,569 +1,686	+19%	+$100K	0.01%	759
2021 Q4	$624K	Buy	8,883 +541	+6%	+$35K	0.01%	684
2021 Q3	$464K	Buy	+8,342	New	+$495K	0.01%	748
2020 Q4	–	Sell	-13,628	Closed	-$752K	–	1175
2020 Q3	$752K	Buy	+13,628	New	+$763K	0.01%	637

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's MAS Position: Q2 2025 in Review

Avantax Advisory Services increased its Masco (MAS) stake by 6.2% in Q2 2025, buying an estimated $104K and bringing the position to 28,287 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #849.

Avantax Advisory Services first reported a position in MAS in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.23M in Q3 2024. 850 funds tracked by Wall St. Rank hold MAS as of Q2 2025.

Avantax Advisory Services held 28,287 shares of Masco worth $1.82M as of Q2 2025.
Avantax Advisory Services bought 1,657 Masco shares in Q2 2025, an estimated $104K.
Masco made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #849 holding.
Avantax Advisory Services first reported a position in Masco in Q3 2020 and has held it in 17 quarters since.
Avantax Advisory Services's Masco position peaked at $2.23M in Q3 2024.
850 funds tracked by Wall St. Rank held Masco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.