Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34.5K Hold
572
﹤0.01% 534
2025
Q4
$36.3K Hold
572
﹤0.01% 517
2025
Q3
$40.3K Hold
572
﹤0.01% 501
2025
Q2
$36.8K Hold
572
﹤0.01% 496
2025
Q1
$39.8K Buy
+572
New +$42.8K ﹤0.01% 484

Other funds holding MAS

Caldwell Trust's MAS Position: Q1 2026 in Review

Caldwell Trust held its Masco (MAS) position steady in Q1 2026 at 572 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Caldwell Trust first reported a position in MAS in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.3K in Q3 2025. 834 funds tracked by Wall St. Rank hold MAS as of Q1 2026.

  • Caldwell Trust held 572 shares of Masco worth $34.5K as of Q1 2026.
  • Caldwell Trust left its Masco share count unchanged in Q1 2026.
  • Masco made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #534 holding.
  • Caldwell Trust first reported a position in Masco in Q1 2025 and has held it in 5 quarters since.
  • Caldwell Trust's Masco position peaked at $40.3K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Masco as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.