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Bill Nygren’s Masco MAS Stock Holding History

Bill Nygren’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
Q2 		$677M Sell
8,318,944
-277,790
-3% -$19.4M 0.9% 45
2026
Q1 		$519M Sell
8,596,734
-2,905,177
-25% -$196M 0.69% 55
2025
Q4 		$730M Buy
11,501,911
+4,090,719
+55% +$265M 0.92% 45
2025
Q3 		$522M Buy
7,411,192
+94,647
+1% +$6.66M 0.84% 46
2025
Q2 		$471M Buy
7,316,545
+1,045,948
+17% +$65.9M 0.77% 50
2025
Q1 		$436M Sell
6,270,597
-104,198
-2% -$7.8M 0.73% 46
2024
Q4 		$463M Sell
6,374,795
-242,364
-4% -$19.4M 0.61% 46
2024
Q3 		$555M Sell
6,617,159
-380,503
-5% -$28.8M 0.72% 39
2024
Q2 		$467M Sell
6,997,662
-705,904
-9% -$49.8M 0.79% 43
2024
Q1 		$608M Sell
7,703,566
-2,065,628
-21% -$149M 0.98% 37
2023
Q4 		$654M Buy
9,769,194
+140,334
+1% +$8.15M 1.13% 32
2023
Q3 		$515M Sell
9,628,860
-99,534
-1% -$5.74M 1% 32
2023
Q2 		$558M Buy
9,728,394
+781,049
+9% +$40.9M 1.05% 28
2023
Q1 		$445M Buy
8,947,345
+552,226
+7% +$28.5M 0.86% 40
2022
Q4 		$392M Buy
8,395,119
+3,003,848
+56% +$145M 0.8% 42
2022
Q3 		$252M Buy
5,391,271
+1,360,886
+34% +$70.8M 0.42% 57
2022
Q2 		$204M Buy
+4,030,385
New +$213M 0.32% 74
2021
Q1 		– Sell
-186,211
Closed -$10.2M – 141
2020
Q4 		$10.2M Sell
186,211
-33,134
-15% -$1.82M 0.02% 114
2020
Q3 		$12.1M Sell
219,345
-490,830
-69% -$27.5M 0.03% 112
2020
Q2 		$35.7M Sell
710,175
-27,185
-4% -$1.18M 0.09% 98
2020
Q1 		$25.5M Sell
737,360
-30,415
-4% -$1.33M 0.07% 100
2019
Q4 		$36.8M Sell
767,775
-855
-0.1% -$38.9K 0.07% 101
2019
Q3 		$32M Sell
768,630
-86,690
-10% -$3.48M 0.06% 103
2019
Q2 		$33.6M Buy
855,320
+221,790
+35% +$8.55M 0.06% 102
2019
Q1 		$24.9M Buy
633,530
+199,715
+46% +$7.12M 0.05% 105
2018
Q4 		$12.7M Buy
+433,815
New +$13.5M 0.03% 108

Other funds holding MAS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bill Nygren's MAS Position: Q2 2026 in Review

Bill Nygren reduced its Masco (MAS) stake by 3.2% in Q2 2026, selling an estimated $19.4M and leaving 8,318,944 shares worth $677M. The position accounts for 0.9% of the portfolio, ranked #45.

Bill Nygren first reported a position in MAS in Q4 2018 and has held it in 26 quarters since. The position peaked at $730M in Q4 2025. 915 funds tracked by Wall St. Rank hold MAS as of Q2 2026.

  • Bill Nygren held 8,318,944 shares of Masco worth $677M as of Q2 2026.
  • Bill Nygren sold 277,790 Masco shares in Q2 2026, an estimated $19.4M.
  • Masco made up 0.9% of Bill Nygren's portfolio in Q2 2026, its #45 holding.
  • Bill Nygren first reported a position in Masco in Q4 2018 and has held it in 26 quarters since.
  • Bill Nygren's Masco position peaked at $730M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held Masco as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.