Congress Wealth Management’s Masco MAS Stock Holding History

Congress 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
2025 Q2	$238K	Buy	+3,700	New	+$233K	﹤0.01%	1114
2023 Q2	–	Sell	-206,581	Closed	-$10.3M	–	565
2023 Q1	$10.3M	Buy	206,581 +22,241	+12%	+$1.15M	0.25%	129
2022 Q4	$8.6M	Sell	184,340 -20,811	-10%	-$1M	0.22%	138
2022 Q3	$9.58M	Buy	205,151 +5,186	+3%	+$270K	0.26%	112
2022 Q2	$10.1M	Sell	199,965 -1,392	-0.7%	-$73.6K	0.26%	112
2022 Q1	$10.3M	Buy	201,357 +8,682	+5%	+$516K	0.22%	130
2021 Q4	$13.5M	Buy	+192,675	New	+$12.5M	0.27%	98

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return