AWM
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Axxcess Wealth Management’s Masco MAS Stock Holding History

Axxcess Wealth Management’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
2026
Q1 		– Sell
-13,395
Closed -$850K – 756
2025
Q4 		$850K Sell
13,395
-3,036
-18% -$197K 0.02% 544
2025
Q3 		$1.16M Sell
16,431
-131
-0.8% -$9.22K 0.02% 417
2025
Q2 		$1.07M Sell
16,562
-2,673
-14% -$168K 0.03% 412
2025
Q1 		$1.34M Sell
19,235
-625
-3% -$46.8K 0.04% 330
2024
Q4 		$1.44M Sell
19,860
-346
-2% -$27.7K 0.04% 340
2024
Q3 		$1.7M Sell
20,206
-117
-0.6% -$8.87K 0.04% 296
2024
Q2 		$1.35M Buy
20,323
+1,746
+9% +$123K 0.04% 322
2024
Q1 		$1.47M Sell
18,577
-144
-0.8% -$10.4K 0.04% 304
2023
Q4 		$1.25M Buy
18,721
+14,110
+306% +$820K 0.04% 318
2023
Q3 		$246K Buy
+4,611
New +$266K 0.01% 655

Other funds holding MAS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return