Cornerstone Planning Group
MTZ icon

Cornerstone Planning Group’s MasTec MTZ Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-9
Closed -$3.22K – 1124
2026
Q2 		$3.22K Sell
9
-2
-18% -$765 ﹤0.01% 1201
2026
Q1 		$4.81K Buy
11
+7
+175% +$1.9K ﹤0.01% 1092
2025
Q4 		$979 Sell
4
-2
-33% -$420 ﹤0.01% 1347
2025
Q3 		$1.28K Hold
6
– – ﹤0.01% 1254
2025
Q2 		$1.07K Hold
6
– – ﹤0.01% 1098
2025
Q1 		$710 Buy
+6
New +$810 ﹤0.01% 1207

Other funds holding MTZ

Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cornerstone Planning Group's MTZ Position: Q3 2026 in Review

Cornerstone Planning Group sold out of MasTec (MTZ) in Q3 2026, closing a stake of 9 shares — an estimated $3.22K sold.

Cornerstone Planning Group first reported a position in MTZ in Q1 2025 and held it in 6 quarters. The position peaked at $4.81K in Q1 2026. 103 funds tracked by Wall St. Rank hold MTZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining MasTec position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 MasTec shares in Q3 2026, an estimated $3.22K.
  • Cornerstone Planning Group first reported a position in MasTec in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's MasTec position peaked at $4.81K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held MasTec as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.