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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's MAS Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Masco (MAS) in Q2 2025: 3,700 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in MAS as recently as Q1 2023.

Congress Wealth Management first reported a position in MAS in Q4 2021 and has held it in 7 quarters since. The position peaked at $13.5M in Q4 2021. 850 funds tracked by Wall St. Rank hold MAS as of Q2 2025.

Congress Wealth Management held 3,700 shares of Masco worth $238K as of Q2 2025.
Masco was a new Congress Wealth Management position in Q2 2025.
Masco made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1114 holding.
Congress Wealth Management first reported a position in Masco in Q4 2021 and has held it in 7 quarters since.
Congress Wealth Management's Masco position peaked at $13.5M in Q4 2021.
850 funds tracked by Wall St. Rank held Masco as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.