Center for Financial Planning’s Masco MAS Stock Holding History

Center for Financial Planning’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	$42.1K	Hold	517	–	–	﹤0.01%	346
2026 Q1	$31.2K	Hold	517	–	–	﹤0.01%	366
2025 Q4	$32.8K	Hold	517	–	–	﹤0.01%	354
2025 Q3	$36.4K	Hold	517	–	–	﹤0.01%	345
2025 Q2	$33.3K	Hold	517	–	–	﹤0.01%	338
2025 Q1	$36K	Hold	517	–	–	﹤0.01%	320
2024 Q4	$37.5K	Hold	517	–	–	0.01%	296
2024 Q3	$43.4K	Hold	517	–	–	0.01%	272
2024 Q2	$34.5K	Hold	517	–	–	0.01%	278
2024 Q1	$40.8K	Sell	517 -150	-22%	-$10.8K	0.01%	263
2023 Q4	$44.7K	Hold	667	–	–	0.01%	232
2023 Q3	$35.7K	Buy	667 +487	+271%	+$28.1K	0.01%	247
2023 Q2	$10.3K	Hold	180	–	–	﹤0.01%	382
2023 Q1	$8.95K	Hold	180	–	–	﹤0.01%	369
2022 Q4	$8.4K	Hold	180	–	–	﹤0.01%	374
2022 Q3	$8K	Hold	180	–	–	﹤0.01%	379
2022 Q2	$9K	Hold	180	–	–	﹤0.01%	367
2022 Q1	$9K	Hold	180	–	–	﹤0.01%	381
2021 Q4	$13K	Hold	180	–	–	﹤0.01%	351
2021 Q3	$10K	Hold	180	–	–	﹤0.01%	364
2021 Q2	$11K	Hold	180	–	–	﹤0.01%	352
2021 Q1	$11K	Hold	180	–	–	﹤0.01%	375
2020 Q4	$10K	Hold	180	–	–	﹤0.01%	342
2020 Q3	$10K	Sell	180 -300	-63%	-$16.8K	﹤0.01%	306
2020 Q2	$24K	Hold	480	–	–	0.01%	243
2020 Q1	$17K	Hold	480	–	–	0.01%	269
2019 Q4	$23K	Buy	+480	New	+$21.8K	0.01%	246

Other funds holding MAS

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Center for Financial Planning's MAS Position: Q2 2026 in Review

Center for Financial Planning held its Masco (MAS) position steady in Q2 2026 at 517 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Center for Financial Planning first reported a position in MAS in Q4 2019 and has held it in 27 quarters since. The position peaked at $44.7K in Q4 2023. 219 funds tracked by Wall St. Rank hold MAS as of Q2 2026.

Center for Financial Planning held 517 shares of Masco worth $42.1K as of Q2 2026.
Center for Financial Planning left its Masco share count unchanged in Q2 2026.
Masco made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #346 holding.
Center for Financial Planning first reported a position in Masco in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Masco position peaked at $44.7K in Q4 2023.
219 funds tracked by Wall St. Rank held Masco as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.