Caldwell Trust’s MasTec MTZ Stock Holding History

Caldwell Trust’s Portfolio MTZ Stock Details MTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.1K	Hold	168	–	–	﹤0.01%	482
2025 Q4	$36.5K	Hold	168	–	–	﹤0.01%	515
2025 Q3	$35.8K	Hold	168	–	–	﹤0.01%	517
2025 Q2	$28.6K	Hold	168	–	–	﹤0.01%	526
2025 Q1	$19.6K	Hold	168	–	–	﹤0.01%	561
2024 Q4	$22.9K	Hold	168	–	–	﹤0.01%	531
2024 Q3	$20.7K	Hold	168	–	–	﹤0.01%	548
2024 Q2	$18K	Hold	168	–	–	﹤0.01%	558
2024 Q1	$15.7K	Hold	168	–	–	﹤0.01%	583
2023 Q4	$12.7K	Hold	168	–	–	﹤0.01%	592
2023 Q3	$12.1K	Hold	168	–	–	﹤0.01%	601
2023 Q2	$19.8K	Hold	168	–	–	﹤0.01%	559
2023 Q1	$15.9K	Hold	168	–	–	﹤0.01%	577
2022 Q4	$14.3K	Hold	168	–	–	﹤0.01%	580
2022 Q3	$10.7K	Hold	168	–	–	﹤0.01%	604
2022 Q2	$12K	Buy	+168	New	+$13.1K	﹤0.01%	605

Other funds holding MTZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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